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How Zapier works
Zapier makes it easy to integrate myCertif with MyCase - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "Application Created" from myCertif.
Add your action
An action happens after the trigger—such as "Create Call" in MyCase.
You’re connected!
Zapier seamlessly connects myCertif and MyCase, automating your workflow.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- Application Created
Triggers when application has been added in myCertif.
Try ItTriggerInstant - ActionRequired
Try ItTriggerInstant- ActionRequired
Try ItTriggerInstant- Called_atRequired
- Caller_phone_numberRequired
- MessageRequired
- ResolvedRequired
- Call_type
- Call_forRequired
- CallerRequired
ActionWrite
- ActionRequired
Try ItTriggerInstant- ActionRequired
Try ItTriggerInstant- ActionRequired
Try ItTriggerInstant- NameRequired
- Case_number
- Opened_date
- Case Stage
- Practice Area
- Description
- Sol_date
- Status
- Billing_contact
- People
- Companies
- Staff
ActionWrite
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