LEX Reception + MyCase integrations
Create new leads in MyCase from new messages in LEX Reception
Integrate your LEX Reception and MyCase apps to simplify workload and manage client interactions better. With every new message in LEX Reception, a lead will be created in MyCase. This organized approach ensures no important communication is missed and eliminates the need for manual data entry. Stay focused on your clients and let this streamlined workflow efficiently handle your lead creation tasks.
- When this happens...New MessageTriggers when a new message is taken.
- automatically do this!Create LeadCreates a new lead.
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More things you can do with LEX Reception and MyCase
Discover other triggers and actions you can use with LEX Reception and MyCase
- New Message
Triggers when a new message is taken.
Try ItTriggerInstant - ActionRequired
Try ItTriggerInstant- ActionRequired
Try ItTriggerInstant- Called_atRequired
- Caller_phone_numberRequired
- MessageRequired
- ResolvedRequired
- Call_type
- Call_forRequired
- CallerRequired
ActionWrite
- 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
Related categories
MyCase is legal case management software for unparalleled productivity.
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