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Microsoft Outlook + MyCase

Send email through Microsoft Outlook when new or updated leads are added in MyCase

Stay on top of your leads with this practical workflow. When a new or updated lead is logged in MyCase, an email will be instantly dispatched through Microsoft Outlook. It simplifies your communication process, ensuring you act swiftly and never miss an opportunity. Enhance your business productivity with this seamless integration.

Stay on top of your leads with this practical workflow. When a new or updated lead is logged in MyCase, an email will be instantly dispatched through Microsoft Outlook. It simplifies your communication process, ensuring you act swiftly and never miss an opportunity. Enhance your business productivity with this seamless integration.

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

    Triggers when a lead has been added/updated.

    TriggerInstant
  2. automatically do this!
    Microsoft OutlookMicrosoft Outlook
    Send Email

    Send an email from your Outlook account.

    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.

Related categories

mycase logo
mycase logo

About MyCase

MyCase is legal case management software for unparalleled productivity.

Related categories

Triggers & Actions