Goodcall + MyCase integrations
Lookup and manage customer details on Goodcall when persons are added or updated in MyCase
Enhance your productivity by keeping MyCase and Goodcall seamlessly connected. With this workflow, every time there's a new or updated person in MyCase, a customer lookup will be initiated in Goodcall. This seamless interchange ensures you're always on top of your customer data without any manual intervention, making data handling efficient and error-free.
- When this happens...Person Added or UpdatedTriggers when a person has been added/updated.
- automatically do this!Customer Lookup ResultCreate a customer in Goodcall based on the phone number received from customer lookup trigger.
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More things you can do with MyCase and Goodcall
Discover other triggers and actions you can use with MyCase and Goodcall
- 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
- Name
- Case_number
- Opened_date
- Case Stage
- Practice Area
- Description
- Sol_date
- Status
- Billing_contact
- People
- Companies
- Staff
ActionWrite
Goodcall is an AI phone assistant that leverages the power of GPT to offer seamless communication solutions for businesses.
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MyCase is legal case management software for unparalleled productivity.
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