MyCase
Create tasks in MyCase when new or updated leads are added in MyCase
This workflow streamlines your lead management in MyCase by creating a task each time a new lead is added or updated. This not only increases productivity but also ensures immediate action on your leads. Say goodbye to manual task entries and hello to efficient lead handling for your law practice.
This workflow streamlines your lead management in MyCase by creating a task each time a new lead is added or updated. This not only increases productivity but also ensures immediate action on your leads. Say goodbye to manual task entries and hello to efficient lead handling for your law practice.
- When this happens...
Lead Added or UpdatedTriggers when a lead has been added/updated.
TriggerInstantThis event starts a Zap instantly. - automatically do this!Create Task
Creates a new Task.
ActionWriteCreate a new record or update an existing record in your app.
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NameRequired
Case Number
Opened Date
Case Stage
Practice Area
Description
Sol Date
Status
Billing Contact
People
Companies
Staff
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.MyCase Company To UpdateRequired
Email
Name
Website
Line 1
Line 2
City
State
ZIP Code
Country
Main Phone Number
Fax Phone Number
Notes
Cases
People
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TypeRequired
NameRequired
PathRequired
DocumentRequired
Description
Assigned Date
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Activity NameRequired
Description
Entry DateRequired
BillableRequired
CostRequired
UnitsRequired
CaseRequired
StaffRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
Address Line 1
Address Line 2
City
State
Zip Code
Country
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.MyCase Person To UpdateRequired
Email
First Name
Middle Name
Last Name
Line 1
Line 2
City
State
ZIP Code
Country
Cell Phone Number
Work Phone Number
Home Phone Number
Notes
Date of birth
Cases
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
Description
Priority
Due Date
Completed
Case
StaffRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Stop on errorRequired
HTTP MethodRequired
URLRequired
Query string parameters
Additional request headers
Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Search TypeRequired
Search ValueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch TypeRequired
Search ValueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch TypeRequired
Search ValueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch TypeRequired
Search ValueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch TypeRequired
Search ValueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch TypeRequired
Search ValueRequired
NameRequired
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundSearch TypeRequired
Search ValueRequired
NameRequired
Address Line 1
Address Line 2
City
State
Zip Code
Country
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundSearch TypeRequired
Search ValueRequired
NameRequired
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
Called AtRequired
Caller Phone NumberRequired
MessageRequired
ResolvedRequired
Call Type
Call ForRequired
CallerRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.MyCase Case To UpdateRequired
Name
Case Number
Opened Date
Case Stage
Practice Area
Description
Sol Date
Status
Billing Contact
People
Companies
Staff
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Email
NameRequired
Website
Line 1
Line 2
City
State
ZIP Code
Country
Main Phone Number
Fax Phone Number
Notes
Cases
People
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
Parent TypeRequired
Field TypeRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
Description
StartRequired
EndRequired
All Day
Private
Location
Case
Required StaffRequired
Optional Staff
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Email
First NameRequired
Middle Initial
Last NameRequired
Line 1
Line 2
City
State
Zip Code
Country
Cell Phone Number
Work Phone Number
Home Phone Number
Lead Details
Birthdate
Drivers License Number
Drivers License State
Referral Source Reference
Referred By
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TypeRequired
SubjectRequired
NoteRequired
DateRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Email
First NameRequired
Middle Name
Last NameRequired
Line 1
Line 2
City
State
ZIP Code
Country
Cell Phone Number
Work Phone Number
Home Phone Number
Notes
Date of birth
Cases
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Activity NameRequired
Description
Entry DateRequired
Billable
Flat Fee
RateRequired
HoursRequired
CaseRequired
StaffRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Search TypeRequired
Search ValueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch TypeRequired
Search ValueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch TypeRequired
Search ValueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch TypeRequired
Search ValueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch TypeRequired
Search ValueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch TypeRequired
Search ValueRequired
NameRequired
Case Number
Opened Date
Case Stage
Practice Area
Description
Sol Date
Status
Billing Contact
People
Companies
Staff
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundSearch TypeRequired
Search ValueRequired
Email
NameRequired
Website
Line 1
Line 2
City
State
ZIP Code
Country
Main Phone Number
Fax Phone Number
Notes
Cases
People
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundSearch TypeRequired
Search ValueRequired
Email
First NameRequired
Middle Name
Last NameRequired
Line 1
Line 2
City
State
ZIP Code
Country
Cell Phone Number
Work Phone Number
Home Phone Number
Notes
Date of birth
Cases
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundSearch TypeRequired
Search ValueRequired
NameRequired
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
Related categories
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- Create new leads in MyCase every hour using Schedule by Zapier
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- Create new MyCase events from new or updated rows in Google Sheets
- Create new tasks in MyCase from new incomplete tasks in Todoist
- Create detailed events in Google Calendar for added or updated events in MyCase
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- Generate new MyCase leads from new AnswerConnect messages
- Create folders in Microsoft SharePoint for new or updated cases in MyCase
- Create new Notion database items when new or updated MyCase cases are added
- Send chat messages in Microsoft Teams when persons are added or updated in MyCase
- Update Google Sheets rows for each new or updated event in MyCase
- Add or update MyCase cases and create corresponding rows in Google Sheets
- Create or update Clio contacts when new or updated persons are added in MyCase
- Generate new MyCase cases whenever contracts are signed in Dubsado
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- Create new tasks in MyCase for every new event in DecisionVault
- Add or update LeadConnector contacts when new or updated persons appear in MyCase
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- Create new MyCase cases when LeadConnector stages change
- Create new calls in MyCase when call states change in Dialpad
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- Manage new Squarespace Forms form submissions by triggering custom actions in MyCase
- Create new leads in WhatConverts for every updated or new lead in MyCase
- Add or update LeadConnector contacts when new or updated leads are recorded in MyCase
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Related Zap Templates
- Create new leads in MyCase for every new invitee in Calendly
- Create new leads in MyCase from new submissions in Jotform
- Create new tasks in MyCase for every new voicemail in RingCentral
- Update and manage OpenPhone contacts when new or updated persons are added in MyCase
- Update or create new RingCentral contacts when MyCase persons are added or updated
- Add new MyCase leads as Mailchimp subscribers
- Create folders in OneDrive for newly added or updated cases in MyCase
- Create new MyCase cases when Docusign envelope statuses are updated
- Create Trello cards for new cases in MyCase
- Capture new OnceHub contacts and create leads in MyCase
- Create new MyCase leads from new emails in Email Parser by Zapier
- Create new MyCase calls from new Google Sheets rows
- Create new or update existing Microsoft Outlook contacts when leads are added or updated in MyCase
- Create leads in MyCase from new contacts form submissions in Re:plain
- Create new MyCase leads from new rows in Google Sheets
- Send emails in Gmail whenever new or updated leads are added in MyCase
- Create new MyCase cases from new formless responses
- Convert new matter in Lawmatics to create person in MyCase
- Convert new Mailchimp subscribers into leads in MyCase
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- Create tasks in Todoist for new or updated events in MyCase
- Create new leads in MyCase every hour using Schedule by Zapier
- Create new tasks in MyCase from new incomplete tasks in Todoist
- Create new leads in MyCase when new rows are added in Smartsheet
- Generate new MyCase leads from new AnswerConnect messages
- Send chat messages in Microsoft Teams when persons are added or updated in MyCase
- Create or update Clio contacts when new or updated persons are added in MyCase
- Create new MyCase leads from updated Pipedrive deal stages
- Create new tasks in MyCase for every new event in DecisionVault
- Create new MyCase cases when LeadConnector stages change
- Manage new and updated MyCase leads by adding or updating opportunities in LeadConnector
- Create new leads in WhatConverts for every updated or new lead in MyCase
- Create and update Microsoft Outlook contacts when new or updated people are added in MyCase
- Convert new matters in Lawmatics into cases in MyCase
- Create new MyCase events from new Microsoft Outlook calendar events
- Create new MyCase leads from new Squarespace Forms form submissions
- Create QuickBooks Online customers from new or updated MyCase people
- Send a Slack channel message each time new or updated MyCase cases are added
- Update and send offline conversions in Google Ads when new or updated persons are added in MyCase
- Manage new or updated MyCase events with custom requests in Webhooks by Zapier
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- Create events in MyCase for every new event in Google Calendar
- Create new MyCase leads from WPForms entries
- Create new MyCase cases from newly added Lawmatics matters
- Automatically create tasks in ClickUp for new or updated cases in MyCase
- Manage new or updated MyCase persons by creating customers in Birdeye
- Generate new leads in MyCase from new calls in Smith.ai
- Create new MyCase calls from new Abby Connect receptionist messages
- Update cases in MyCase each time new emails arrive in Microsoft Outlook
- Create new MyCase leads from completed Gavel workflows
- Create new PitBullTax Software clients from updated or new persons in MyCase
- Create new persons in MyCase from new form submissions in Unbounce
- Add or update MyCase persons to create contacts in Constant Contact
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- Create new tasks in MyCase for every new event in Google Calendar
- Create detailed events in Google Calendar for added or updated events in MyCase
- Create new MyCase leads from new Setmore Appointments contacts
- Create folders in Microsoft SharePoint for new or updated cases in MyCase
- Update Google Sheets rows for each new or updated event in MyCase
- Generate new MyCase cases whenever contracts are signed in Dubsado
- Create new items in monday.com when leads are added or updated in MyCase
- Add or update LeadConnector contacts when new or updated persons appear in MyCase
- Create new calls in MyCase when call states change in Dialpad
- Create new persons in MyCase when new contacts are created in Lawmatics
- Add or update LeadConnector contacts when new or updated leads are recorded in MyCase
- Create contacts in Google Contacts for newly added or updated persons in MyCase
- Create new MyCase events for every new Acuity Scheduling appointment
- Create folders in Google Drive for new or updated cases in MyCase
- Send a private Slack message for new or updated MyCase cases
- Create Gmail labels for newly-added MyCase cases
- Create new or update existing projects in Timely Time Tracking when cases are added or updated in MyCase
- Create new leads in MyCase from new messages in LEX Reception
- Create new MyCase leads for every new Google Ads lead form entry
- Create MyCase tasks for newly-added cases in MyCase
- Create spreadsheet rows in Google Sheets for new or updated leads in MyCase
- Manage new or updated MyCase cases by creating lists in Microsoft To Do
- Create new tasks in MyCase from new tasks in Microsoft To Do
- Add or update events in MyCase to block off times in Acuity Scheduling
- Update Google Ads with offline conversions when new or updated leads are added in MyCase
- Update cases in MyCase whenever new messages arrive in ChatBot
- Create MyCase leads from new Gravity Forms submissions
- Create new leads in MyCase for every new appointment in Acuity Scheduling
- Convert new Lawmatics matters into MyCase documents
- Manage new or updated MyCase cases by creating tasks in Todoist
- Create new contacts in PostGrid Print & Mail when people are added or updated in MyCase
- Manage new or updated MyCase cases by creating projects in Todoist
- Create new or updated persons in MyCase from Google Contacts updates
- Create new MyCase events from new or updated rows in Google Sheets
- Create new Toggl Track projects when cases get added or updated in MyCase
- Create new MyCase leads from new Zoom webinar registrants
- Create new Notion database items when new or updated MyCase cases are added
- Add or update MyCase cases and create corresponding rows in Google Sheets
- Generate draft emails in Microsoft Outlook when persons are added or updated in MyCase
- Add or update MyCase leads to create contacts in Constant Contact
- Create tasks in MyCase for new or updated rows in Google Sheets
- Create tasks in MyCase for new Gmail attachments
- Manage new Squarespace Forms form submissions by triggering custom actions in MyCase
- Manage new and updated MyCase leads by creating or updating subscribers in Drip