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MyCase + Quo

MyCase + Quo

MyCase + Quo integrations

Update and manage Quo contacts when new or updated persons are added in MyCase

Keep your contact management process efficient and up-to-date with this seamless connection between MyCase and Quo. Whenever a person is added or their details are altered in MyCase, it immediately reflects in Quo, either creating a new contact or updating an existing one. This workflow ensures your contact list stays accurate, saving you the time and effort of manual updates.

  1. When this happens...
    Person Added or Updated
    Person Added or Updated
    Person Added or UpdatedTriggers when a person has been added/updated.
  2. automatically do this!
    Create or Update Contact
    Create or Update Contact
    Create or Update ContactCreates a contact or updates an existing contact.
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More things you can do with MyCase and Quo

Discover other triggers and actions you can use with MyCase and Quo

    • Action
      Required
    Trigger
    Instant
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    • Action
      Required
    Trigger
    Instant
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    • Action
      Required
    Trigger
    Instant
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    • Name
      Required
    • Case_number
    • Opened_date
    • Case Stage
    • Practice Area
    • Description
    • Sol_date
    • Status
    • Billing_contact
    • People
    • Companies
    • Staff
    Action
    Write
    • Action
      Required
    Trigger
    Instant
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    • Action
      Required
    Trigger
    Instant
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    • Called_at
      Required
    • Caller_phone_number
      Required
    • Message
      Required
    • Resolved
      Required
    • Call_type
    • Call_for
      Required
    • Caller
      Required
    Action
    Write
    • MyCase Case To Update
      Required
    • Name
    • Case_number
    • Opened_date
    • Case Stage
    • Practice Area
    • Description
    • Sol_date
    • Status
    • Billing_contact
    • People
    • Companies
    • Staff
    Action
    Write
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About MyCase
MyCase is legal case management software for unparalleled productivity.
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About Quo
Quo is a next-generation phone system to engage customers, collaborate with your team, and scale your reach with AI — without losing the personal touch.
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