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Microsoft Outlook + MyCase

Create and update Microsoft Outlook contacts when new or updated people are added in MyCase

Streamline your workflow with this efficient MyCase to Microsoft Outlook integration. Whenever a person is added or updated in MyCase, a contact will be created in Microsoft Outlook, ensuring your contact list always stays current. This process saves time from manual data entry and enhances communication efficiency, making it easier to manage your contacts.

Streamline your workflow with this efficient MyCase to Microsoft Outlook integration. Whenever a person is added or updated in MyCase, a contact will be created in Microsoft Outlook, ensuring your contact list always stays current. This process saves time from manual data entry and enhances communication efficiency, making it easier to manage your contacts.

  1. When this happens...
    MyCaseMyCase
    Person Added or Updated

    Triggers when a person has been added/updated.

    TriggerInstant
  2. automatically do this!
    Microsoft OutlookMicrosoft Outlook
    Create Contact

    Creates a new contact.

    ActionWrite
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Supported triggers and actions

    • ActionRequired

    Trigger
    Instant
    Try It
    • ActionRequired

    Trigger
    Instant
    Try It
    • ActionRequired

    Trigger
    Instant
    Try It
    • NameRequired

    • Case Number

    • Opened Date

    • Case Stage

    • Practice Area

    • Description

    • Sol Date

    • Status

    • Billing Contact

    • People

    • Companies

    • Staff

    Action
    Write
    • ActionRequired

    Trigger
    Instant
    Try It
    • ActionRequired

    Trigger
    Instant
    Try It
    • Called AtRequired

    • Caller Phone NumberRequired

    • MessageRequired

    • ResolvedRequired

    • Call Type

    • Call ForRequired

    • CallerRequired

    Action
    Write
    • MyCase Case To UpdateRequired

    • Name

    • Case Number

    • Opened Date

    • Case Stage

    • Practice Area

    • Description

    • Sol Date

    • Status

    • Billing Contact

    • People

    • Companies

    • Staff

    Action
    Write
microsoft-outlook logo
microsoft-outlook logo

About Microsoft Outlook

Microsoft Outlook is a web-based suite of webmail, contacts, tasks, and calendaring services.

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mycase logo

About MyCase

MyCase is legal case management software for unparalleled productivity.

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