ElectroNeek + MyCase

Actions · 37

• Create Case

  Creates a new case in MyCase

• Create Case Stage

  Creates a new case stage in MyCase

• Create Company

  Creates a new company in MyCase

• Create Custom Field

  Creates a new custom field in MyCase

• Create Document

  Creates a new document in MyCase

• Create Event

  Creates a new event in MyCase

• Create Expense

  Creates a new expense in MyCase

• Create Lead

  Creates a new lead in MyCase

• Create Location

  Creates a new location in MyCase

• Create Note

  Creates a new note for a case, client, or company in MyCase

• Create Person (Client)

  Creates a new individual client (person) in MyCase

• Create Practice Area

  Creates a new practice area in MyCase

• Create Referral Source

  Creates a new referral source in MyCase

• Create Task

  Creates a new task in MyCase

• Create Time Entry

  Creates a new time entry in MyCase

• Create Call

  Creates a new call in the call log in MyCase

• Update Case

  Updates an existing case in MyCase

• Update Company

  Updates an existing company in MyCase

• Update Person (Client)

  Updates an existing individual client (person) in MyCase

• API Request

  Makes a raw HTTP request to the MyCase API

• Find Case

  Searches for cases with optional filters

• Find Call

  Searches for calls with optional filters

• Find Case Stage

  Searches for case stages with optional filters

• Find Company

  Searches for companies with optional filters

• Find Location

  Searches for locations with optional filters

• Find People Group

  Searches for people groups with optional filters

• Find Person (Client)

  Searches for clients (people) with optional filters

• Find Practice Area

  Searches for practice areas with optional filters

• Find Referral Source

  Searches for referral sources with optional filters

• Find Staff

  Searches for staff members 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 Case Stage

  Finds a case stage 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 Location

  Finds a location 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 Practice Area

  Finds a practice area by name or creates a new one if it does not exist

• Find or Create Referral Source

  Finds a referral source by name or creates a new one if it does not exist

Triggers · 5

• Case Added or Updated

  Triggers when a case has been added or updated

• Event Added or Updated

  Triggers when an event has been added or updated

• Person Added or Updated

  Triggers when a person has been added or updated

• Company Added or Updated

  Triggers when a company has been added or updated

• Lead Added or Updated

  Triggers when a lead has been added or updated