1.Monitor new labeled emails
Integrate Gmail and email parsing tools to detect new email matching a configured label and use it to start intake.
Create new case and onboarding tasks from email
Automatically capture new email matching a configured label across Gmail and MyCase. Create and update onboarding work, time entries, and tracking rows when labeled emails arrive—so you can triage faster, assign intake tasks, and keep cases accurate without manual triage.
How this automation converts emails into case work
When new email matching a configured label lands in your inbox, intake can miss details and delays can stall onboarding. This automation creates cases and time entries and generates onboarding tasks and tracking rows—so your team can respond faster.
Gmailor swap with your favorite app
2.Search practice area
Integrate MyCase and case lookup tools to find the matching practice area and return the practice area id for the new case.
MyCaseor swap with your favorite app
3.Create case record
Integrate MyCase and case data mapping tools to create the case record with mapped title, description, status, and assigned case staff.
4.Create time entry
Integrate MyCase and time entry tracking tools to create a case-attached entry using the message date and billing settings.
5.Create onboarding tasks
Integrate MyCase and intake task tools to generate high-priority onboarding tasks and assign them to the intake owner.
6.Create tracking record
Integrate Zapier Tables and reporting tools to add a tracking row with the case title, id, created date, owner, and email link.
Zapier Tablesor swap with your favorite app
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Explore all email-to-ticket conversion automations
Convert support emails into trackable tickets with automated ticket creation, priority routing, and record updates
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Step 1
Connect your tools
Bring your apps together so information can move automatically between the tools your team already uses.
Step 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
Automate and measure
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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