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formless + MyCase

Create new MyCase cases from new formless responses

When a response is received in the formless app, this workflow instantly creates a new case in MyCase. This quick and seamless process ensures that you stay on top of your tasks, increasing your productivity and saving time on manual data entry. This setup between formless and MyCase allows you to easily manage information between the two platforms, offering a streamlined solution for your case management tasks.

When a response is received in the formless app, this workflow instantly creates a new case in MyCase. This quick and seamless process ensures that you stay on top of your tasks, increasing your productivity and saving time on manual data entry. This setup between formless and MyCase allows you to easily manage information between the two platforms, offering a streamlined solution for your case management tasks.

  1. When this happens...
    formlessformless
    New Response

    Triggers when a new response is submitted.

    TriggerInstant
  2. automatically do this!
    MyCaseMyCase
    Create Case

    Creates a new Case.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • ConversationRequired

    Trigger
    Instant
    Try It
    • ActionRequired

    Trigger
    Instant
    Try It
    • ActionRequired

    Trigger
    Instant
    Try It
    • Called AtRequired

    • Caller Phone NumberRequired

    • MessageRequired

    • ResolvedRequired

    • Call Type

    • Call ForRequired

    • CallerRequired

    Action
    Write
    • ActionRequired

    Trigger
    Instant
    Try It
    • ActionRequired

    Trigger
    Instant
    Try It
    • ActionRequired

    Trigger
    Instant
    Try It
    • NameRequired

    • Case Number

    • Opened Date

    • Case Stage

    • Practice Area

    • Description

    • Sol Date

    • Status

    • Billing Contact

    • People

    • Companies

    • Staff

    Action
    Write
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About formless

Formless, Typeform's pioneering AI solution that elevates data collection through engaging, natural conversations.

Related categories

  • Forms & Surveys
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About MyCase

MyCase is legal case management software for unparalleled productivity.

Related categories