Note: Zapier integrations must be set up by an admin user at the firm.
What is Zapier?
Zapier is an online automation tool that allows users to connect two or more apps to automate repetitive tasks and/or eliminate duplicate data entry by sharing data across apps.
Integrating with Zapier lets you connect MyCase to 5,000+ other software applications.
You can set up automated workflows called "Zaps" in minutes with no coding, to automate your day-to-day tasks and build workflows between apps that otherwise wouldn't be possible.
Each Zap has one app as the Trigger, where your information comes from and which creates one or more Actions in other apps, where your data gets sent automatically.
Getting Started with Zapier
Admin Access: Ensure you have admin privileges in MyCase to install the Zapier integration. Only admin users can set up this connection.
Log in to your Zapier account or create a new account: https://zapier.com/apps/MyCase
Navigate to "My Apps" from the top menu bar.
Now click on "Connect a new account..." and search for "MyCase"
Use your credentials to connect your MyCase account to Zapier.
Once that's done, you can start creating automation! Use a pre-made Zap or create your own with the Zap Editor. Creating a Zap requires no coding knowledge, and you'll be walked step-by-step through the setup.
Note: If you recieve a Forbidden message, ask your Account Admin to install the integration instead.
Ready to Use Templates + Zaps
Create Gmail labels for newly added MyCase cases
Create MyCase person contacts from new Pipedrive leads
Create leads in MyCase for new leads in Facebook
RingCentral + MyCase Zaps, Triggers, and Actions
Helpful Educational + Training Resources
Zapier University (free courses)
For advanced troubleshooting and reinstallation, always manage MyCase integrations directly from Zapier's dashboard. Any changes initiated in Zapier will be reflected within MyCase. Reach out directly to Zapier Support for futher troubleshooting https://zapier.com/l/support