Zapier Integration
Written by Jodi Hinkle
Updated over a week ago

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, toautomate 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

  1. Log in to your Zapier account or create a new account:

  2. Navigate to "My Apps" from the top menu bar.

  3. Now click on "Connect a new account..." and search for "MyCase"

  4. Use your credentials to connect your MyCase account to Zapier.

  5. 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.

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)

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