Dandy + MyCase + Filter by Zapier
Create customers and send review requests in GetDandy when new cases close in MyCase
Streamline your follow-up workflow with this integration. With this Zap in place, when a case is marked as closed in MyCase, GetDandy will automatically create a customer based on the customer information and send them a review request.
Streamline your follow-up workflow with this integration. With this Zap in place, when a case is marked as closed in MyCase, GetDandy will automatically create a customer based on the customer information and send them a review request.
- When this happens...Case Added or Updated
Triggers when a case has been added/updated.
- automatically do this...Find Case
Finds a case.
- then do this...Only continue if...
Set up rules to specify when this Zap can continue running.
- then do this...Create Customer
Creates a customer.
- then do this...Find Customer
Find a Customer.
- then do this!Send Review Request
Sends a review request.
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About Dandy
Turn your online reputation Dandy with our all-in-one online reputation management tool.
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About MyCase
MyCase is legal case management software for unparalleled productivity.
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About Filter by Zapier
Only allow a Zap to proceed when a certain condition is met. For example, if you're sending a text message when you receive a new email, you could use a Filter that only sends a text message when the email received is from a certain address.