MyCase + Salesforce
Update MyCase cases whenever Salesforce records are updated
Stay seamlessly connected with your clients through an efficient workflow that bridges the gap between Salesforce and MyCase. Whenever an updated record occurs in Salesforce, this automation updates the corresponding case in MyCase, ensuring you are constantly in sync with your customer details. Cut down on manual inputs, enhance your productivity, and improve your client service with this efficient Salesforce to MyCase workflow.
Stay seamlessly connected with your clients through an efficient workflow that bridges the gap between Salesforce and MyCase. Whenever an updated record occurs in Salesforce, this automation updates the corresponding case in MyCase, ensuring you are constantly in sync with your customer details. Cut down on manual inputs, enhance your productivity, and improve your client service with this efficient Salesforce to MyCase workflow.
- When this happens...
Updated RecordTriggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.
TriggerPollingZapier checks for new data every 15 min on the Free plan - automatically do this!
Update CaseUpdates an Exisiting Case.
ActionWriteCreate a new record or update an existing record in your app.
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New Case Attachment
Triggers when a new Attachment is added to a case.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Lead
Triggers when a new Lead is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planSalesforce ObjectRequired
RecordRequired
FileRequired
VisibilityRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.LeadRequired
AccountRequired
Opportunity
Create new opportunity?
Converted StatusRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Parent ObjectRequired
Use Assignment Rules
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Note TitleRequired
Note ContentRequired
Salesforce Object
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Use Assignment Rules
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Salesforce ObjectRequired
Use Assignment Rules
Allow Duplicates
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Warning
Salesforce ObjectRequired
Record IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact to UpdateRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Salesforce ObjectRequired
Record to UpdateRequired
Use Assignment Rules
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.Salesforce ObjectRequired
Search ValueRequired
Second Field to Search By
Second Search Value
Search Operator
ActionThis is an event a Zap performs.SearchFind existing data in your appSalesforce ObjectRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSalesforce ObjectRequired
Record IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSalesforce ObjectRequired
SOQL WHERE ClauseRequired
Sort by
Sort Order
Maximum Number of Records
Use Assignment Rules
Allow Duplicates
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundCalled 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
New Contact
Triggers when a new Contact is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planSalesforce ObjectRequired
Record (Optional)
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Outbound Message
Triggers when a new outbound message is received in Salesforce.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Disclaimer
Salesforce ObjectRequired
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planCampaignRequired
ContactRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CampaignRequired
LeadRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.FileRequired
Salesforce ObjectRequired
Description
Attachment visibility
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Create Contact
Creates a new contact.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.FileRequired
Title
Description
Salesforce Object
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Note TitleRequired
Note
Salesforce ObjectRequired
Note Visibility
Use Assignment Rules
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Salesforce ObjectRequired
Use Assignment Rules
Allow Duplicates
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ToRequired
CC
BCC
SubjectRequired
Email FormatRequired
Sender TypeRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Lead to UpdateRequired
Use Assignment Rules
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Salesforce ObjectRequired
Record to UpdateRequired
Use Assignment Rules
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Parent ObjectRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSalesforce ObjectRequired
SOQL WHERE clauseRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSalesforce ObjectRequired
SOQL WHERE ClauseRequired
Sort by
Sort Order
Maximum Number of Records
ActionThis is an event a Zap performs.SearchFind existing data in your appSalesforce ObjectRequired
Search ValueRequired
Second Field to Search By
Second Search Value
Search Operator
Use Assignment Rules
Allow Duplicates
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundNameRequired
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
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