MyCase + Quo

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.

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...
    MyCaseMyCase
    Person Added or Updated

    Triggers when a person has been added/updated.

    TriggerInstant
  2. automatically do this!
    QuoQuo
    Create or Update Contact

    Creates a contact or updates an existing contact.

    ActionWrite
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Supported triggers and actions

    • ActionRequired

    Trigger
    Instant
    Try It
    • ActionRequired

    Trigger
    Instant
    Try It
    • Called AtRequired

    • Caller Phone NumberRequired

    • MessageRequired

    • ResolvedRequired

    • Call Type

    • Call ForRequired

    • CallerRequired

    Action
    Write
    • MyCase Case To UpdateRequired

    • Name

    • Case Number

    • Opened Date

    • Case Stage

    • Practice Area

    • Description

    • Sol Date

    • Status

    • Billing Contact

    • People

    • Companies

    • Staff

    Action
    Write
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mycase logo

About MyCase

MyCase is legal case management software for unparalleled productivity.
Learn more

Related categories

  • Productivity
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quo logo

About Quo

Quo is a phone system that helps businesses build personal customer relationships at scale. Calls, texts, & contacts are in one place to never miss a customer.
Learn more

Related categories

  • Phone & SMS