MyCase Integrations

Name: Zapier
Availability: InStock

Put MyCase to work with AI and enterprise-grade automation

Automate smarter with MyCase and scale with confidence. Zapier is built for enterprise-grade security, compliance, and performance.

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8,000+ apps, 450+ AI tools
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Project Management

vcita

CRM (Customer Relationship Management)

RightSignature

Signatures

RingCentral

Phone & SMS

Microsoft Excel

Microsoft, Spreadsheets

Gmail

Email, Google

Calendly

Scheduling & Booking

Google Sheets

Google, Spreadsheets

Microsoft Outlook

Calendar, Email, Microsoft

ClickUp

Project Management

vcita

CRM (Customer Relationship Management)

RightSignature

Signatures

RingCentral

Phone & SMS

Microsoft Excel

Microsoft, Spreadsheets

Gmail

Email, Google

ClickUp

Project Management

vcita

CRM (Customer Relationship Management)

RightSignature

Signatures

RingCentral

Phone & SMS

Microsoft Excel

Microsoft, Spreadsheets

Gmail

Email, Google

Calendly

Scheduling & Booking

Google Sheets

Google, Spreadsheets

Microsoft Outlook

Calendar, Email, Microsoft

Top companies trust Zapier to automate work and free up time

Join millions worldwide who automate their work using Zapier

Launch your first automated workflow

Create new leads in MyCase for every new invitee in Calendly
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Calendly + MyCase
Create and update Microsoft Outlook contacts when new or updated people are added in MyCase
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MyCase + Microsoft Outlook
Create contacts in Google Contacts for newly added or updated persons in MyCase
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MyCase + Google Contacts
Create new leads in MyCase from new submissions in Jotform
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Jotform + MyCase
Create new MyCase events from new Microsoft Outlook calendar events
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Microsoft Outlook + MyCase
Create tasks in MyCase when new or updated leads are added in MyCase
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MyCase

Create new leads in MyCase for every new invitee in Calendly

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Calendly + MyCase

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

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MyCase + Microsoft Outlook

Create contacts in Google Contacts for newly added or updated persons in MyCase

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MyCase + Google Contacts

Create new leads in MyCase from new submissions in Jotform

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Jotform + MyCase

Create new MyCase events from new Microsoft Outlook calendar events

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Microsoft Outlook + MyCase

Create tasks in MyCase when new or updated leads are added in MyCase

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MyCase

Create new tasks in MyCase for every new voicemail in RingCentral

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RingCentral + MyCase

Convert new matters in Lawmatics into cases in MyCase

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Lawmatics + MyCase

Create new MyCase events for every new Acuity Scheduling appointment

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Acuity Scheduling + MyCase

Update and manage Quo contacts when new or updated persons are added in MyCase

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MyCase + Quo

Update or create new RingCentral contacts when MyCase persons are added or updated

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MyCase + RingCentral

Create QuickBooks Online customers from new or updated MyCase people

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MyCase + QuickBooks Online

Create new tasks in MyCase for every new voicemail in RingCentral
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RingCentral + MyCase
Convert new matters in Lawmatics into cases in MyCase
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Lawmatics + MyCase
Create new MyCase events for every new Acuity Scheduling appointment
Details
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Acuity Scheduling + MyCase
Update and manage Quo contacts when new or updated persons are added in MyCase
Details
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MyCase + Quo
Update or create new RingCentral contacts when MyCase persons are added or updated
Details
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MyCase + RingCentral
Create QuickBooks Online customers from new or updated MyCase people
Premium
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MyCase + QuickBooks Online

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

- 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
- Name
  Required
Action
Write

- MyCase Company To Update
  Required
- Email
- Name
- Website
- Line 1
- Line 2
- City
- State
- ZIP Code
- Country
- Main_phone_number
- Fax_phone_number
- Notes
- Cases
- People
Action
Write
- Type
  Required
- Name
  Required
- Path
  Required
- Document
  Required
- Description
- Assigned_date
Action
Write

- Activity_name
  Required
- Description
- Entry_date
  Required
- Billable
  Required
- Cost
  Required
- Units
  Required
- Case
  Required
- Staff
  Required
Action
Write
- Name
  Required
- Address Line 1
- Address Line 2
- City
- State
- Zip Code
- Country
Action
Write
- MyCase Person To Update
  Required
- Email
- First_name
- Middle_name
- Last_name
- Line 1
- Line 2
- City
- State
- ZIP Code
- Country
- Cell_phone_number
- Work_phone_number
- Home_phone_number
- Notes
- Date of birth
- Cases
Action
Write
- Name
  Required
Action
Write
- Name
  Required
- Description
- Priority
- Due_date
- Completed
- Case
- Staff
  Required
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Search Type
  Required
- Search Value
  Required
Action
Search
- Search Type
  Required
- Search Value
  Required
Action
Search
- Search Type
  Required
- Search Value
  Required
Action
Search
- Search Type
  Required
- Search Value
  Required
Action
Search
- Search Type
  Required
- Search Value
  Required
Action
Search
- Search Type
  Required
- Search Value
  Required
- Name
  Required
Action
Search or write
- Search Type
  Required
- Search Value
  Required
- Name
  Required
- Address Line 1
- Address Line 2
- City
- State
- Zip Code
- Country
Action
Search or write
- Search Type
  Required
- Search Value
  Required
- Name
  Required
Action
Search or 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
- Email
- Name
  Required
- Website
- Line 1
- Line 2
- City
- State
- ZIP Code
- Country
- Main_phone_number
- Fax_phone_number
- Notes
- Cases
- People
Action
Write
- Name
  Required
- Parent_type
  Required
- Field_type
  Required
Action
Write
- Name
  Required
- Description
- Start
  Required
- End
  Required
- All_day
- Private
- Location
- Case
- Required_staff
  Required
- Optional_staff
Action
Write
- Email
- First_name
  Required
- Middle_initial
- Last_name
  Required
- Line 1
- Line 2
- City
- State
- Zip Code
- Country
- Cell_phone_number
- Work_phone_number
- Home_phone_number
- Lead_details
- Birthdate
- Drivers_license_number
- Drivers_license_state
- Referral_source_reference
- Referred_by
Action
Write
- Type
  Required
- Subject
  Required
- Note
  Required
- Date
  Required
Action
Write
- Email
- First_name
  Required
- Middle_name
- Last_name
  Required
- Line 1
- Line 2
- City
- State
- ZIP Code
- Country
- Cell_phone_number
- Work_phone_number
- Home_phone_number
- Notes
- Date of birth
- Cases
Action
Write
- Name
  Required
Action
Write
- Activity_name
  Required
- Description
- Entry_date
  Required
- Billable
- Flat_fee
- Rate
  Required
- Hours
  Required
- Case
  Required
- Staff
  Required
Action
Write
- Search Type
  Required
- Search Value
  Required
Action
Search
- Search Type
  Required
- Search Value
  Required
Action
Search
- Search Type
  Required
- Search Value
  Required
Action
Search
- Search Type
  Required
- Search Value
  Required
Action
Search
- Search Type
  Required
- Search Value
  Required
Action
Search
- Search Type
  Required
- Search Value
  Required
- Name
  Required
- Case_number
- Opened_date
- Case Stage
- Practice Area
- Description
- Sol_date
- Status
- Billing_contact
- People
- Companies
- Staff
Action
Search or write
- Search Type
  Required
- Search Value
  Required
- Email
- Name
  Required
- Website
- Line 1
- Line 2
- City
- State
- ZIP Code
- Country
- Main_phone_number
- Fax_phone_number
- Notes
- Cases
- People
Action
Search or write
- Search Type
  Required
- Search Value
  Required
- Email
- First_name
  Required
- Middle_name
- Last_name
  Required
- Line 1
- Line 2
- City
- State
- ZIP Code
- Country
- Cell_phone_number
- Work_phone_number
- Home_phone_number
- Notes
- Date of birth
- Cases
Action
Search or write
- Search Type
  Required
- Search Value
  Required
- Name
  Required
Action
Search or write

MyCase Help & Support

Common questions

Connect Your App Accounts to Zapier

Manage Your App Connections

Use the Power of AI to Generate Zaps (Beta)

What Should I Do in Zapier If I Change an App Account Password

About MyCase

MyCase is legal case management software for unparalleled productivity.

Learn moreLearn moreHelpHelp

Related categories

Productivity

MyCase Integrations

Put MyCase to work with AI and enterprise-grade automation

Top companies trust Zapier to automate work and free up time

Join millions worldwide who automate their work using Zapier

Launch your first automated workflow

Create new leads in MyCase for every new invitee in Calendly

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

Create contacts in Google Contacts for newly added or updated persons in MyCase

Create new leads in MyCase from new submissions in Jotform

Create new MyCase events from new Microsoft Outlook calendar events

Create tasks in MyCase when new or updated leads are added in MyCase

Create new leads in MyCase for every new invitee in Calendly

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

Create contacts in Google Contacts for newly added or updated persons in MyCase

Create new leads in MyCase from new submissions in Jotform

Create new MyCase events from new Microsoft Outlook calendar events

Create tasks in MyCase when new or updated leads are added in MyCase

Create new tasks in MyCase for every new voicemail in RingCentral

Convert new matters in Lawmatics into cases in MyCase

Create new MyCase events for every new Acuity Scheduling appointment

Update and manage Quo contacts when new or updated persons are added in MyCase

Update or create new RingCentral contacts when MyCase persons are added or updated

Create QuickBooks Online customers from new or updated MyCase people

Create new tasks in MyCase for every new voicemail in RingCentral

Convert new matters in Lawmatics into cases in MyCase

Create new MyCase events for every new Acuity Scheduling appointment

Update and manage Quo contacts when new or updated persons are added in MyCase

Update or create new RingCentral contacts when MyCase persons are added or updated

Create QuickBooks Online customers from new or updated MyCase people

Supported triggers and actions

MyCase Help & Support

Common questions

Connect Your App Accounts to Zapier

Manage Your App Connections

Use the Power of AI to Generate Zaps (Beta)

What Should I Do in Zapier If I Change an App Account Password

Popular MyCase Integrations

Popular MyCase Integrations

MyCase Integrations

Put MyCase to work with AI and enterprise-grade automation

Top companies trust Zapier to automate work and free up time

Join millions worldwide who automate their work using Zapier

Create new leads in MyCase for every new invitee in Calendly

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

Create contacts in Google Contacts for newly added or updated persons in MyCase

Create new leads in MyCase from new submissions in Jotform

Create new MyCase events from new Microsoft Outlook calendar events

Create tasks in MyCase when new or updated leads are added in MyCase

Create new leads in MyCase for every new invitee in Calendly

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

Create contacts in Google Contacts for newly added or updated persons in MyCase

Create new leads in MyCase from new submissions in Jotform

Create new MyCase events from new Microsoft Outlook calendar events

Create tasks in MyCase when new or updated leads are added in MyCase

Create new tasks in MyCase for every new voicemail in RingCentral

Convert new matters in Lawmatics into cases in MyCase

Create new MyCase events for every new Acuity Scheduling appointment

Update and manage Quo contacts when new or updated persons are added in MyCase

Update or create new RingCentral contacts when MyCase persons are added or updated

Create QuickBooks Online customers from new or updated MyCase people

Create new tasks in MyCase for every new voicemail in RingCentral

Convert new matters in Lawmatics into cases in MyCase

Create new MyCase events for every new Acuity Scheduling appointment

Update and manage Quo contacts when new or updated persons are added in MyCase

Update or create new RingCentral contacts when MyCase persons are added or updated

Create QuickBooks Online customers from new or updated MyCase people

MyCase Help & Support

Common questions

.css-ojnz7r{font:500 1.125rem/1.5rem Inter,var(--zds-typography-base, Helvetica),Helvetica,arial,sans-serif;color:#695be8;margin-bottom:0;transition-property:all;transition-timing-function:ease-in-out;transition-duration:300ms;}Connect Your App Accounts to Zapier

Manage Your App Connections

Use the Power of AI to Generate Zaps (Beta)

What Should I Do in Zapier If I Change an App Account Password

Popular MyCase Integrations

Popular MyCase Integrations

Connect Your App Accounts to Zapier