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MyCase + Smartsheet

Create new leads in MyCase when new rows are added in Smartsheet

Streamline your lead management process with this seamless workflow. Whenever a new row is entered into Smartsheet, a lead will be instantly created in MyCase. This is an efficient solution for ensuring timely addition of leads to your MyCase system and removes the need for manual data entry. Drive better productivity by integrating Smartsheet and MyCase for a smooth, automated lead management operation.

Streamline your lead management process with this seamless workflow. Whenever a new row is entered into Smartsheet, a lead will be instantly created in MyCase. This is an efficient solution for ensuring timely addition of leads to your MyCase system and removes the need for manual data entry. Drive better productivity by integrating Smartsheet and MyCase for a smooth, automated lead management operation.

  1. When this happens...
    SmartsheetSmartsheet
    New Row

    Triggers when a new row is added.

    TriggerScheduled
  2. automatically do this!
    MyCaseMyCase
    Create Lead

    Creates a new lead.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • Choose a SheetRequired

    Trigger
    Scheduled
    Try It
    • Workspace NameRequired

    Action
    Write
    • Choose a SheetRequired

    • RowRequired

    • TitleRequired

    • CommentRequired

    Action
    Write
    • Choose a SheetRequired

    Trigger
    Scheduled
    Try It
    • SheetRequired

    • RowRequired

    • File AttachmentRequired

    Action
    Write
    • Choose a SheetRequired

    • Add Row to Top or Bottom

    Action
    Write
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About MyCase

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

Related categories

  • Productivity
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About Smartsheet

Smartsheet is a leading cloud-based platform for work execution, enabling teams and organizations to plan, capture, manage, automate, and report on work at scale, resulting in more efficient processes and better business outcomes.

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