MyCase + Openmic + Filter by Zapier
Create MyCase events for existing clients from new OpenMic.ai calls
This Zap checks whether an incoming OpenMic call matches an existing client in MyCase using their phone number. If the caller already exists and requests an appointment, the Zap automatically books the appointment directly inside the MyCase calendar. Use this integration to streamline scheduling for returning clients without manual intake steps.
This Zap checks whether an incoming OpenMic call matches an existing client in MyCase using their phone number. If the caller already exists and requests an appointment, the Zap automatically books the appointment directly inside the MyCase calendar. Use this integration to streamline scheduling for returning clients without manual intake steps.
- When this happens...New Post-Call Summary
Triggers when OpenMic finishes a call and posts a summary (caller, summary, extracted data).
- automatically do this...Find Caller
Finds a caller.
- then do this...Only continue if...
Set up rules to specify when this Zap can continue running.
- then do this...Only continue if...
Set up rules to specify when this Zap can continue running.
- then do this!Create Event
Creates a new Event.
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Select your botRequired
Try ItAgent UIDRequired
Limit
Bot Name Filter
Created After
Created Before
ActionRequired
Try It
From Number (E.164 format)Required
To Number (E.164 format)Required
Override Agent ID
Customer ID
Dynamic Variables
Callback URL
Call UidRequired
Limit
Customer Id
From Number (E.164)
To Number (E.164)
Bot Id
From Date
To Date
Call Status Filter
Call Type Filter
ActionRequired
Try It
