MyCase Tích hợp
EffiAI cho phép bạn kết nối MyCase với các ứng dụng phổ biến nhất, vì vậy bạn có thể tự động hóa công việc của mình và có nhiều thời gian hơn cho những gì quan trọng nhất - không cần mã.
Bắt đầu miễn phíMyCase Kích hoạt
Case Added or Updated
Triggers when a case has been added or updated
Ngay lập tứcPerson Added or Updated
Triggers when a person has been added or updated
Ngay lập tứcLead Added or Updated
Triggers when a lead has been added or updated
Ngay lập tứcEvent Added or Updated
Triggers when an event has been added or updated
Ngay lập tứcCompany Added or Updated
Triggers when a company has been added or updated
Ngay lập tứcMyCase Hành động
Create Case
Creates a new case in MyCase
Create Company
Creates a new company in MyCase
Create Document
Creates a new document in MyCase
Create Expense
Creates a new expense in MyCase
Create Location
Creates a new location in MyCase
Create Person (Client)
Creates a new individual client (person) in MyCase
Create Referral Source
Creates a new referral source in MyCase
Create Time Entry
Creates a new time entry in MyCase
Update Case
Updates an existing case in MyCase
Update Person (Client)
Updates an existing individual client (person) in MyCase
Find Case
Searches for cases with optional filters
Find Case Stage
Searches for case stages with optional filters
Find Location
Searches for locations with optional filters
Find Person (Client)
Searches for clients (people) with optional filters
Find Referral Source
Searches for referral sources with optional filters
Find or Create Case
Finds a case by name or creates a new one if it does not exist
Find or Create Company
Finds a company by name or creates a new one if it does not exist
Find or Create Person (Client)
Finds a person by first and last name or creates a new one if not found
Find or Create Referral Source
Finds a referral source by name or creates a new one if it does not exist
Create Case Stage
Creates a new case stage in MyCase
Create Custom Field
Creates a new custom field in MyCase
Create Event
Creates a new event in MyCase
Create Lead
Creates a new lead in MyCase
Create Note
Creates a new note for a case, client, or company in MyCase
Create Practice Area
Creates a new practice area in MyCase
Create Task
Creates a new task in MyCase
Create Call
Creates a new call in the call log in MyCase
Update Company
Updates an existing company in MyCase
API Request
Makes a raw HTTP request to the MyCase API
Find Call
Searches for calls with optional filters
Find Company
Searches for companies with optional filters
Find People Group
Searches for people groups with optional filters
Find Practice Area
Searches for practice areas with optional filters
Find Staff
Searches for staff members with optional filters
Find or Create Case Stage
Finds a case stage by name or creates a new one if it does not exist
Find or Create Location
Finds a location by name or creates a new one if it does not exist
Find or Create Practice Area
Finds a practice area by name or creates a new one if it does not exist