MyCase + Openmic + Filter by Zapier
Create MyCase leads and intake appointments from new OpenMic calls
This Zap automatically adds new callers from OpenMic into MyCase as leads and maps their intake responses into custom fields. After creating the lead, the integration also books an appointment with your intake specialist when the caller requests one. Use this automation to streamline lead intake and scheduling for new prospective clients.
This Zap automatically adds new callers from OpenMic into MyCase as leads and maps their intake responses into custom fields. After creating the lead, the integration also books an appointment with your intake specialist when the caller requests one. Use this automation to streamline lead intake and scheduling for new prospective clients.
- 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...Create Lead
Creates a new lead.
- 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
