1.Monitor new person created
Integrate MyCase and case intake tools to capture new person payload data and map name, email, and phone to contact fields.
Create contact lookup rows from new client records
Automatically monitor new person created events across MyCase and Zapier Tables. Create and update contact lookup rows when new person created, contact added, or person record importedβso you can speed intake lookups, normalize phone data, and avoid duplicate rows without manual reporting.
How this automation builds your contact lookup
When new person records appear in MyCase, intake and billing can get stuck with scattered contacts. This automation maps person details and formats phone data, then creates and matches contact lookup rows in Zapier Tablesβso your team can find contacts instantly.
MyCaseor swap with your favorite app
2.Normalize phone format
Integrate Formatter by Zapier and phone normalization tools to format the captured phone into consistent international format.
Formatter by Zapieror swap with your favorite app
3.Create record in lookup table
Integrate Zapier Tables and record management tools to create a new row and match by email in the lookup table.
Zapier Tablesor swap with your favorite app
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Simplify contact records with automated lead capture, record updates, and duplicate prevention
Set up in minutes
Zapier connects your tools, triggers actions from real-time data, and streamlines workflows so your team can focus on what matters most.
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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