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Set up your first integration
Quickly connect MyCase to RingCentral with a Zapier template.
Our most popular template
How Zapier works
Zapier makes it easy to integrate MyCase with RingCentral - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "Case Added or Updated" from MyCase.
Add your action
An action happens after the trigger—such as "Create Contact" in RingCentral.
You’re connected!
Zapier seamlessly connects MyCase and RingCentral, automating your workflow.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- ActionRequired
Try ItTriggerInstant- ActionRequired
Try ItTriggerInstant- ActionRequired
Try ItTriggerInstant- NameRequired
- Case_number
- Opened_date
- Case Stage
- Practice Area
- Description
- Sol_date
- Status
- Billing_contact
- People
- Companies
- Staff
ActionWrite
- ActionRequired
Try ItTriggerInstant- ActionRequired
Try ItTriggerInstant- Called_atRequired
- Caller_phone_numberRequired
- MessageRequired
- ResolvedRequired
- Call_type
- Call_forRequired
- CallerRequired
ActionWrite- MyCase Case To UpdateRequired
- NameRequired
- Case_number
- Opened_date
- Case Stage
- Practice Area
- Description
- Sol_date
- Status
- Billing_contact
- People
- Companies
- Staff
ActionWrite
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Practical ways you can use MyCase and RingCentral
Log new case calls in legal software
When a new call log is created in RingCentral, Zapier can automatically create a note associated with the corresponding case in MyCase. This reduces manual record-keeping and ensures all call interactions are logged in the legal case management system, enhancing communication tracking.
Business OwnerTrack call data for analysis
Automatically add new call log information from RingCentral into MyCase for data tracking. Zapier empowers data teams by enabling seamless integration and centralized access to communication patterns and trends for data-driven decisions.
Data ScienceNotify team of incoming marketing calls
Trigger instant Slack notifications or email alerts for every new call log recorded in RingCentral. Zapier ensures the marketing team is alerted promptly, improving response times to inquiries and maintaining consistent customer engagement.
Marketing & Marketing OpsLearn how to automate RingCentral on the Zapier blog
Frequently Asked Questions about MyCase + RingCentral integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with MyCase and RingCentral
How do I integrate MyCase with RingCentral?
To integrate MyCase with RingCentral, you'll need to use our platform to connect the two. You can set up triggers like 'New Call in RingCentral', which can then prompt actions in MyCase, such as creating a new case note. The integration process involves selecting the appropriate triggers and matching them with the desired actions.
Is there a way to log calls from RingCentral into MyCase automatically?
Yes, you can automatically log calls from RingCentral into MyCase by setting up a trigger for 'New Call' in RingCentral. This trigger can be paired with an action to create a new note or task in MyCase, allowing call details to be recorded seamlessly.
Can I receive notifications in MyCase when I get a new fax in RingCentral?
Absolutely. By using our system, you can set up a trigger for 'New Fax' received in your RingCentral account and connect it with an action that sends a notification or creates an entry within MyCase.
What are some common triggers available for integrating these two platforms?
Common triggers for integrating MyCase with RingCentral include 'New Call', 'Missed Call', 'New Fax', and 'SMS Received'. These triggers help automate how data is transferred and actions are executed between the two platforms.
Can I send SMS notifications via RingCentral based on actions taken in MyCase?
Yes, once you set up specific triggers for events on MyCase, such as new tasks or cases being created, you can use our integration platform to send SMS notifications through RingCentral as an automated action.
Does this integration support syncing contact information between these platforms?
Currently, syncing contact information directly between MyCase and RingCentral isn't available. However, we do support specific workflows that involve contact data leveraging third-party services that may complement this need.
What happens if there's an error during the integration process?
If there’s an error during the integration process between MyCase and RingCentral, we'll notify you immediately through email or dashboard alerts. Our support team will also be ready to assist you in troubleshooting and resolving any issues promptly.
