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Google Drive + MyCase

Create text files in Google Drive for new or updated cases in MyCase

Manage your MyCase updates efficiently with this effective workflow. When a case is added or updated in MyCase, a new file with the pertinent details is created in Google Drive. This automation aids with keeping your records consistent and up-to-date, saving you the hassle of manual data transfers.

Manage your MyCase updates efficiently with this effective workflow. When a case is added or updated in MyCase, a new file with the pertinent details is created in Google Drive. This automation aids with keeping your records consistent and up-to-date, saving you the hassle of manual data transfers.

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

    Triggers when a case has been added/updated.

    TriggerInstant
  2. automatically do this!
    Google DriveGoogle Drive
    Create File From Text

    Create a new file from plain text.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • 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
google-drive logo

About Google Drive

Google Drive is Google's file sync app that lets you store all of your files online alongside your Google Docs documents, and keep them synced with all of your devices.
Learn moreHelp

Related categories

  • File Management & Storage
  • Google

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About MyCase

MyCase is legal case management software for unparalleled productivity.

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