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MyCase + ReviewNudger integrations
Create contacts in ReviewNudger for new MyCase people
Maintaining a separate list for review follow-up adds administrative work to case management. With Person Added selected in MyCase, this integration automatically creates a contact in ReviewNudger when a new person is added, giving your firm a starting point for later outreach.
- When this happens...Person Added or UpdatedTriggers when a person has been added/updated.
- automatically do this!Create ContactCreates or updates a customer record without sending a review request. Useful for building a contact list from leads, forms, or CRM events.
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More things you can do with MyCase and ReviewNudger
Discover other triggers and actions you can use with MyCase and ReviewNudger
- ActionRequired
Try ItTriggerInstant- ActionRequired
Try ItTriggerInstant- ActionRequired
Try ItTriggerInstant- NameRequired
- Case_number
- Opened_date
- Case Stage
- Practice Area
- Description
- Sol_date
- Status
- Billing_contact
- People
- Companies
- Staff
ActionWrite
- ActionRequired
Try ItTriggerInstant- ActionRequired
Try ItTriggerInstant- Called_atRequired
- Caller_phone_numberRequired
- MessageRequired
- ResolvedRequired
- Call_type
- Call_forRequired
- CallerRequired
ActionWrite- MyCase Case To UpdateRequired
- Name
- Case_number
- Opened_date
- Case Stage
- Practice Area
- Description
- Sol_date
- Status
- Billing_contact
- People
- Companies
- Staff
ActionWrite
MyCase is legal case management software for unparalleled productivity.
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