MyCase + Rosie
Create new MyCase calls from new Rosie calls
When a new call is tracked in the Rosie app, this workflow instantly creates a corresponding call record in the MyCase app. Flexibly managing client communication has never been so seamless. This automation ensures that every call detail is logged accurately across both platforms, saving you from the tedious manual data entry. Stay organized and keep your focus where it's needed most - on your clients.
When a new call is tracked in the Rosie app, this workflow instantly creates a corresponding call record in the MyCase app. Flexibly managing client communication has never been so seamless. This automation ensures that every call detail is logged accurately across both platforms, saving you from the tedious manual data entry. Stay organized and keep your focus where it's needed most - on your clients.
- When this happens...New Call
Triggers when a new call has been added.
- automatically do this!Create Call
Creates a new Call.
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