MyCase
Create MyCase tasks for newly-added cases in MyCase
Prep your follow-up workflows effortlessly. Set up this Zap to automatically create a task in MyCase every time a new case is added.
Prep your follow-up workflows effortlessly. Set up this Zap to automatically create a task in MyCase every time a new case is added.
- When this happens...
Case Added or UpdatedTriggers when a case has been added/updated.
TriggerInstantThis event starts a Zap instantly. - automatically do this!Create Task
Creates a new Task.
ActionWriteCreate a new record or update an existing record in your app.
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NameRequired
Case Number
Opened Date
Case Stage
Practice Area
Description
Sol Date
Status
Billing Contact
People
Companies
Staff
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.MyCase Company To UpdateRequired
Email
Name
Website
Line 1
Line 2
City
State
ZIP Code
Country
Main Phone Number
Fax Phone Number
Notes
Cases
People
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TypeRequired
NameRequired
PathRequired
DocumentRequired
Description
Assigned Date
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Activity NameRequired
Description
Entry DateRequired
BillableRequired
CostRequired
UnitsRequired
CaseRequired
StaffRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
Address Line 1
Address Line 2
City
State
Zip Code
Country
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.MyCase Person To UpdateRequired
Email
First Name
Middle Name
Last Name
Line 1
Line 2
City
State
ZIP Code
Country
Cell Phone Number
Work Phone Number
Home Phone Number
Notes
Date of birth
Cases
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
Description
Priority
Due Date
Completed
Case
StaffRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Api Docs Info
HTTP MethodRequired
URLRequired
Query String Parameters
Headers
Additional Request Headers
Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Search TypeRequired
Search ValueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch TypeRequired
Search ValueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch TypeRequired
Search ValueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch TypeRequired
Search ValueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch TypeRequired
Search ValueRequired
NameRequired
Case Number
Opened Date
Case Stage
Practice Area
Description
Sol Date
Status
Billing Contact
People
Companies
Staff
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundSearch TypeRequired
Search ValueRequired
Email
NameRequired
Website
Line 1
Line 2
City
State
ZIP Code
Country
Main Phone Number
Fax Phone Number
Notes
Cases
People
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundSearch TypeRequired
Search ValueRequired
Email
First NameRequired
Middle Name
Last NameRequired
Line 1
Line 2
City
State
ZIP Code
Country
Cell Phone Number
Work Phone Number
Home Phone Number
Notes
Date of birth
Cases
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundSearch TypeRequired
Search ValueRequired
NameRequired
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
Called AtRequired
Caller Phone NumberRequired
MessageRequired
ResolvedRequired
Call Type
Call ForRequired
CallerRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.MyCase Case To UpdateRequired
Name
Case Number
Opened Date
Case Stage
Practice Area
Description
Sol Date
Status
Billing Contact
People
Companies
Staff
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Email
NameRequired
Website
Line 1
Line 2
City
State
ZIP Code
Country
Main Phone Number
Fax Phone Number
Notes
Cases
People
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
Parent TypeRequired
Field TypeRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
Description
StartRequired
EndRequired
All Day
Private
Location
Case
Required StaffRequired
Optional Staff
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Email
First NameRequired
Middle Initial
Last NameRequired
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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TypeRequired
SubjectRequired
NoteRequired
DateRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Email
First NameRequired
Middle Name
Last NameRequired
Line 1
Line 2
City
State
ZIP Code
Country
Cell Phone Number
Work Phone Number
Home Phone Number
Notes
Date of birth
Cases
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Activity NameRequired
Description
Entry DateRequired
Billable
Flat Fee
RateRequired
HoursRequired
CaseRequired
StaffRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Search TypeRequired
Search ValueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch TypeRequired
Search ValueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch TypeRequired
Search ValueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch TypeRequired
Search ValueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch TypeRequired
Search ValueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch TypeRequired
Search ValueRequired
NameRequired
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundSearch TypeRequired
Search ValueRequired
NameRequired
Address Line 1
Address Line 2
City
State
Zip Code
Country
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundSearch TypeRequired
Search ValueRequired
NameRequired
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
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