I’m trying to create a zap that triggers when a pipeline lead, in MyCase, gets it’s status changed to “Follow Up”. Once the status changes, I want document templates pulled and inserted in the documents tab and sent to an outbox email in google. I can figure out the document part, which I thought would be the struggle, but on lead add or update, I can’t get it to see the “Status” field unless I choose “add”. I need the trigger for a lead that’s already in the pipeline who’s status changed.
+14- Zapier Orchestrator & Solution Partner
Hi
Add a Filter as Zap step 2: https://zapier.com/apps/filter/integrations#help
For us to have more context about what you are referring to, post screenshots showing how your Zap trigger step is configured along with the DATA OUT that is returned related to the Status.
- Beginner
Thanks for responding Troy. Let me start by saying I’ve only been doing this for 3 weeks. I’m just a retired guy helping a buddy with his company. So I want the zap to trigger when we update the “Status” or stage of a Lead. As they progress through the stages (contact, qualified, presentation, follow up, close deal) I want a zap to trigger when we they’ve made it to “follow up”.
When I start the zap I have an option for “Lead added or updated”.
When I get to the Configure stage, I choose between “added” or “updated”.
I need the trigger to hit when the lead is updated, but when I choose updated and go to the test trigger the “status” field isn’t there, however, when I choose “added” that field now appears in the output data.
I choose “Custom fields” for the values, but these are the values I can select from: First name; last name; middle initial, email, address, phone, lead details, birthdate, drivers license, referral source, custom fields. I get the most data from “custom fields”
Once a lead is added and you want to make changes or updates there are tabs at the top of the screen, “lead details” and “potential case details”.The tab where “status” can be changed is in Potential case details. The tab that the “update” zap is looking at is “Lead details”, which doesn’t have that field.
When I choose “add” instead of “update” it’s an entirely different screen where that field is available because we would be choosing an option for a new lead. I’ve even tried “case added or updated”, but it isn’t in there because it’s a case now and not a lead, therefore there isn’t stage progression like that.
Any help would be greatly appreciated.. Google Gemini and I have been working for days on this lol
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+14- Zapier Orchestrator & Solution Partner
NOTES:
- These might be limitations of the MyCase API and Webhook event data
- You can try configuring a Zap with a trigger for “Lead Updated” that fires for ANY lead field being updated
- Idea being that you configure a simple Zap, so that you can turn the Zap ON and test live to get a real Zap Run with real data to see if the Status is returned
- Help link for how to use a previous Zap Run as a Zap trigger event: https://help.zapier.com/hc/en-us/articles/35632951078029-Use-previous-Zap-runs-as-trigger-test-records
- Idea being that you configure a simple Zap, so that you can turn the Zap ON and test live to get a real Zap Run with real data to see if the Status is returned
- If MyCase does NOT indicate which specific field/value (old/new) was updated for a “lead update”, then that means a lookup table needs to be used to track old/new values to compare against
- Use a Zapier Table: https://zapier.com/apps/zapier-tables/integrations#triggers-and-actions
- A lead can be updated where the Status is already “Follow Up”, so that’s why the lookup table needs to be used to only process the first time the Status changes to the desired value
- Help link for configuring a Filter as Zap step 2: https://zapier.com/apps/filter/integrations#help
- MyCase Zap app integration has no action for: Find Lead
- MyCase API would have to be used to find a lead to get the current lead data
- MyCase API endpoint for getting leads does not support filtering by Lead “Status”
- A different approach would be to run a Zap on a Schedule (e.g. hourly, daily, etc.) to pull leads to get the current status to then compare against a lookup table to see if the Status has changed
- Solution may involve using the MyCase API and webhook events (lead updated)
- If you need help configuring Zaps, there is a directory of Zapier Partners: https://zapier.com/partnerdirectory
- I’m a Zapier Partner at Automation Ace: https://zapier.com/partnerdirectory/automation-ace
- Beginner
Troy,
So just to give you an update, I found a solution. I got to tunnel visioned with that particular tab, Potential Case details, and I took a step back and realized I could add fields in the “Lead Details” tab. Once I did that, I’ve now got the zap to see a toggle switch turned “on”, pull out certain values based on the services being requested, grab a temp document and edit it, and then place it in an outbox ready to send an email. I was just giving you an update in case someone else runs into this issue. Thanks a lot for the help and have a great week.
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