ChatBot + MyCase

Create new leads in MyCase from new messages in ChatBot

Turn new incoming messages in your ChatBot into business opportunities in MyCase swiftly and easily. This workflow saves time by creating a new lead in MyCase whenever you receive a new message in ChatBot. Now, you can focus more on driving sales and ensuring optimum communication with your prospects, knowing all information is captured and organized in a timely manner.

Turn new incoming messages in your ChatBot into business opportunities in MyCase swiftly and easily. This workflow saves time by creating a new lead in MyCase whenever you receive a new message in ChatBot. Now, you can focus more on driving sales and ensuring optimum communication with your prospects, knowing all information is captured and organized in a timely manner.

  1. When this happens...
    ChatBotChatBot
    New Message

    Triggers when a user sends a message that triggers the chosen interaction.

    TriggerInstant
  2. automatically do this!
    MyCaseMyCase
    Create Lead

    Creates a new lead.

    ActionWrite
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Supported triggers and actions

    • ActionRequired

    Trigger
    Instant
    Try It
    • ActionRequired

    Trigger
    Instant
    Try It
    • ActionRequired

    Trigger
    Instant
    Try It
    • NameRequired

    • Case Number

    • Opened Date

    • Case Stage

    • Practice Area

    • Description

    • Sol Date

    • Status

    • Billing Contact

    • People

    • Companies

    • Staff

    Action
    Write
chatbot logo
chatbot logo

About ChatBot

ChatBot is a universal and comprehensive framework for building modern AI chatbots. It can be used by total beginners as well as advanced developers.

Related categories

  • AI Tools
  • Customer Support
mycase logo
mycase logo

About MyCase

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

Related categories

  • Productivity