MyCase

Route

Zapier, with the Small Business Chatbot app's triggers and MyCase's Zapier actions

Sign-in

Your Small Business Chatbot account and your MyCase account, both from Zapier

Time to set up

About fifteen minutes

What this does

When the AI receptionist finishes a call or a chat, a Zap creates a lead in MyCase with the caller's name, number, email and the call summary. Leads land in MyCase's lead list, ready for intake.

Before you start

• The Small Business Chatbot app connected in Zapier: Zapier.
• A MyCase account you can sign in to from Zapier.

Build the Zap

1. Pick the trigger

   In Zapier, create a Zap with the Small Business Chatbot app and Call Ended. Use Chat Ended for website chats, or Appointment Booked to send only callers who booked a consultation.

2. Skip spam calls

   Add Zapier's Filter step so the Zap continues only when the call wasn't flagged as spam. Calls that match your spam keywords are marked on the call.

3. Create the lead

   Add MyCase's Create Lead action. Map First name, Phone and Email, and put Action items in the lead's notes or description field.

4. Add a note, if you want the transcript

   Add MyCase's Create Note action for the new lead with Transcript as the note.

5. Turn the Zap on

   Test each step in Zapier, then turn the Zap on.

The fields each trigger carries are listed under Payload sample.

Other MyCase actions

MyCase's Zapier app also has Create Person, Find or Create Person, Create Case, Find or Create Case and Create Call. Use Create Call to log each answered call on a current client's record.