MyCase + Zapier Tables

Create records in Zapier Tables when new or updated leads are added in MyCase

Start managing your leads more efficiently with this straightforward workflow between MyCase and Tables. When a new or updated lead is registered within MyCase, the workflow will swiftly record the data in Tables. This process ensures seamless transfer of information, allowing you to keep track of your leads and their changes without manual data entry, thus saving you valuable time and improving your organization.

Start managing your leads more efficiently with this straightforward workflow between MyCase and Tables. When a new or updated lead is registered within MyCase, the workflow will swiftly record the data in Tables. This process ensures seamless transfer of information, allowing you to keep track of your leads and their changes without manual data entry, thus saving you valuable time and improving your organization.

  1. When this happens...
    MyCaseMyCase
    Lead Added or Updated

    Triggers when a lead has been added/updated.

    TriggerInstant
  2. automatically do this!
    Zapier TablesZapier Tables
    Create Record

    Creates a new record on a table.

    ActionWrite
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Supported triggers and actions

    • ActionRequired

    Trigger
    Instant
    Try It
    • ActionRequired

    Trigger
    Instant
    Try It
    • Called AtRequired

    • Caller Phone NumberRequired

    • MessageRequired

    • ResolvedRequired

    • Call Type

    • Call ForRequired

    • CallerRequired

    Action
    Write
    • MyCase Case To UpdateRequired

    • Name

    • Case Number

    • Opened Date

    • Case Stage

    • Practice Area

    • Description

    • Sol Date

    • Status

    • Billing Contact

    • People

    • Companies

    • Staff

    Action
    Write
mycase logo
mycase logo

About MyCase

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

Related categories

  • Productivity
zapier-tables logo
zapier-tables logo

About Zapier Tables

Zapier Tables is a no-code database built for automation.
Learn more

Related categories

  • Databases
  • Spreadsheets
  • Zapier