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Google Sheets + MyCase

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

Stay organized and on top of every change in your contact list with this convenient workflow. Whenever you add or update a person in MyCase, it instantly creates a new row in Google Sheets for that individual. This automation makes sure you have a real-time, up-to-date spreadsheet without investing any extra effort or time.

Stay organized and on top of every change in your contact list with this convenient workflow. Whenever you add or update a person in MyCase, it instantly creates a new row in Google Sheets for that individual. This automation makes sure you have a real-time, up-to-date spreadsheet without investing any extra effort or time.

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

    Triggers when a person has been added/updated.

    TriggerInstant
  2. automatically do this!
    Google SheetsGoogle Sheets
    Create Spreadsheet Row

    Create a new row in a specific spreadsheet.

    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
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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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Related categories

  • Google
  • Spreadsheets

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About MyCase

MyCase is legal case management software for unparalleled productivity.

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