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Connect CustomGPT and MyCase to unlock the power of automation

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How Zapier works

Zapier makes it easy to integrate CustomGPT with MyCase - no code necessary. See how you can get setup in minutes.

Select a trigger from CustomGPT

A trigger is an event that starts your Zap and runs the workflow. For example, with CustomGPT, a trigger could be "New Conversation."

A trigger is the event that kicks off your automated workflow.

Setup an action from MyCase

An action is what takes place after the automation is triggered. For example, with MyCase, the action could be "Create Call."

An action is the event that your automated workflow performs when triggered.

That’s it! You just connected CustomGPT to MyCase

With Zapier, it’s never been easier to connect your apps together and automate your most tedious work. Save hours every month.

Triggers and actions are the main components of every automated workflow.

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Customers who say using Zapier has made them better at their job

25m

Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Make work flow with AI

Level up your CustomGPT to MyCase integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

Illustration of AI enhancing Zapier workflows with automation and app integrations.

Connect CustomGPT and MyCase to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

An illustration representing how to automate lead management with Zapier.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

An illustration representing how to measure campaign impact with Zapier.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

An illustration representing how to automate customer support with Zapier.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

An illustration representing how to move and manage data with Zapier.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

An illustration of a flow chart representing how to resolve tickets and incidents with Zapier.

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.

- Project Name
  Required
Trigger
Instant
Try It
- Project Name
  Required
- Conversation Name
  Required
Action
Write
- Project Name
  Required
Action
Write
- Project Name
  Required
- Project Name
  Required
- Project is shared
Action
Write
- Project Name
  Required
- Data Retention
  Required
- Filename For Storing File
  Required
- File For Processing
  Required
Action
Write

- Project Name
  Required
Action
Search
- Project Name
  Required
Action
Search or write

- Action
  Required
Trigger
Instant
Try It
- Action
  Required
Trigger
Instant
Try It
- Called_at
  Required
- Caller_phone_number
  Required
- Message
  Required
- Resolved
  Required
- Call_type
- Call_for
  Required
- Caller
  Required
Action
Write
- Project Name
  Required
- Name
  Required
- Case_number
- Opened_date
- Case Stage
- Practice Area
- Description
- Sol_date
- Status
- Billing_contact
- People
- Companies
- Staff
Action
Write
- Email
- Name
  Required
- Website
- Line 1
- Line 2
- City
- State
- ZIP Code
- Country
- Main_phone_number
- Fax_phone_number
- Notes
- Cases
- People
Action
Write
- Name
  Required
- Parent_type
  Required
- Field_type
  Required
Action
Write
- Name
  Required
- Description
- Start
  Required
- End
  Required
- All_day
- Private
- Location
- Case
- Required_staff
  Required
- Optional_staff
Action
Write
- Email
- First_name
  Required
- Middle_initial
- Last_name
  Required
- Line 1
- Line 2
- City
- State
- ZIP Code
- Country
- Cell_phone_number
- Work_phone_number
- Home_phone_number
- Lead_details
- Birthdate
- Drivers_license_number
- Drivers_license_state
- Referral_source_reference
- Referred_by
Action
Write
- Type
  Required
- Subject
  Required
- Note
  Required
- Date
  Required
Action
Write
- Email
- First_name
  Required
- Middle_name
- Last_name
  Required
- Line 1
- Line 2
- City
- State
- ZIP Code
- Country
- Cell_phone_number
- Work_phone_number
- Home_phone_number
- Notes
- Birthdate
- Cases
Action
Write
- Name
  Required
Action
Write
- Activity_name
  Required
- Description
- Entry_date
  Required
- Billable
  Required
- Flat_fee
- Rate
  Required
- Hours
  Required
- Case
- Staff
Action
Write
- Type
  Required
- Search Value
  Required
Action
Search
- Type
  Required
- Search Value
  Required
Action
Search
- Type
  Required
- Search Value
  Required
Action
Search
- Type
  Required
- Search Value
  Required
Action
Search
- Type
  Required
- Search Value
  Required
Action
Search
- Type
  Required
- Search Value
  Required
- Name
  Required
Action
Search or write
- Type
  Required
- Search Value
  Required
- Name
  Required
- Address Line 1
- Address Line 2
- City
- State
- Zip Code
- Country
Action
Search or write
- Type
  Required
- Search Value
  Required
- Name
  Required
Action
Search or write

- Project Name
  Required
- Conversation Name
Trigger
Instant
Try It
- Project Name
  Required
Action
Write
- Project Name
  Required
- Conversation Name
- Lang
  Required
- Message Text
  Required
- External ID
Action
Write
- Project Name
  Required
- The chat bot avatar
- The background image for widget
- Default prompt
- Questions shown to guide the bot users
- Response source
- Chat bot message language
- Color of the chatbot in hex format
- Persona instructions
- Label for citations
- Label for sources
- Waiting answer message
- "Siesta" message