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Google Sheets + MyCase

Google Sheets + MyCase

Google Sheets + MyCase integrations

Create spreadsheet rows in Google Sheets for new or updated leads in MyCase

Stay organized and on top of your new or updated leads in MyCase with this efficient workflow. Whenever a change is made to leads in MyCase, this workflow generates a new row in your chosen Google Sheets spreadsheet. This saves you time inputting data manually and ensures your leads are easy to manage and always up to date.

  1. When this happens...
    Lead Added or Updated
    Lead Added or Updated
    Lead Added or UpdatedTriggers when a lead has been added/updated.
  2. automatically do this!
    Create Spreadsheet Row
    Create Spreadsheet Row
    Create Spreadsheet RowCreate a new row in a specific spreadsheet.
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More things you can do with MyCase and Google Sheets

Discover other triggers and actions you can use with MyCase and Google Sheets

    • Action
      Required
    Trigger
    Instant
    Try It
    • Action
      Required
    Trigger
    Instant
    Try It
    • Action
      Required
    Trigger
    Instant
    Try It
    • Name
      Required
    • Case_number
    • Opened_date
    • Case Stage
    • Practice Area
    • Description
    • Sol_date
    • Status
    • Billing_contact
    • People
    • Companies
    • Staff
    Action
    Write
    • Action
      Required
    Trigger
    Instant
    Try It
    • Action
      Required
    Trigger
    Instant
    Try It
    • Called_at
      Required
    • Caller_phone_number
      Required
    • Message
      Required
    • Resolved
      Required
    • Call_type
    • Call_for
      Required
    • Caller
      Required
    Action
    Write
    • MyCase Case To Update
      Required
    • Name
    • Case_number
    • Opened_date
    • Case Stage
    • Practice Area
    • Description
    • Sol_date
    • Status
    • Billing_contact
    • People
    • Companies
    • Staff
    Action
    Write
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About Google Sheets
Create, edit, and share spreadsheets wherever you are with Google Sheets, and get automated insights from your data.
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About MyCase
MyCase is legal case management software for unparalleled productivity.
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