1.Retrieves case details
Integrate MyCase and case data mapping tools to retrieve full case data from the case ID and centralize case context.
Send testimonial request after case approval to marketing
Automatically monitor case stage changes in MyCase across customer and email tooling. Create and update when case enters the approved stage, approval flags are marked true, or primary contact is matchedβso you can send testimonial requests, personalize emails, and log outreach without manual follow-up.
How this automation accelerates your testimonial requests
When a case stage changes to approved but approvals and outreach stay unchecked, opportunities for feedback can be missed. This automation verifies approval flags, finds the primary client contact, sends a branded testimonial request, and logs outreachβso your team can scale follow-up without manual coordination.
MyCaseor swap with your favorite app
2.Parses approval fields
Integrate Code by Zapier and decision logic tools to detect configured approval flags and return an approval marker.
Code by Zapieror swap with your favorite app
3.Filters qualifying cases
Integrate Filter by Zapier and workflow conditions to continue only when case stage equals the configured approved value.
Filter by Zapieror swap with your favorite app
4.Finds the primary contact
Integrate MyCase and contact lookup tools to find the primary client contact and map recipient details.
5.Sends testimonial request email
Integrate Microsoft Outlook and email templating to send a branded testimonial request with practice area personalization.
Microsoft Outlookor swap with your favorite app
6.Logs outreach record
Integrate Zapier Tables and reporting tools to create an outreach record with send timestamp and practice area fields.
Zapier Tablesor swap with your favorite app
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Capture more customer proof with automated request sends, feedback routing, and review logging
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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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