MyCase + Microsoft SharePoint integrations
Create folders in Microsoft SharePoint for new or updated leads in MyCase
Streamline your law firm’s document organization by pairing MyCase with Microsoft SharePoint. With this workflow, anytime a lead is added or updated in MyCase, a corresponding folder is immediately created in SharePoint. This method not only simplifies content management but also ensures you have the most updated information at your fingertips, enhancing productivity and saving time.
- When this happens...Lead Added or UpdatedTriggers when a lead has been added/updated.
- automatically do this!Create FolderCreate new folder in selected document library.
- Free forever for core features
- 14 day trial for premium features & apps
More things you can do with MyCase and Microsoft SharePoint
Discover other triggers and actions you can use with MyCase and Microsoft SharePoint
- ActionRequired
Try ItTriggerInstant- ActionRequired
Try ItTriggerInstant- ActionRequired
Try ItTriggerInstant- NameRequired
- Case_number
- Opened_date
- Case Stage
- Practice Area
- Description
- Sol_date
- Status
- Billing_contact
- People
- Companies
- Staff
ActionWrite
- ActionRequired
Try ItTriggerInstant- ActionRequired
Try ItTriggerInstant- Called_atRequired
- Caller_phone_numberRequired
- MessageRequired
- ResolvedRequired
- Call_type
- Call_forRequired
- CallerRequired
ActionWrite- MyCase Case To UpdateRequired
- Name
- Case_number
- Opened_date
- Case Stage
- Practice Area
- Description
- Sol_date
- Status
- Billing_contact
- People
- Companies
- Staff
ActionWrite
Related categories
Microsoft SharePoint is a service that helps organizations share content to quickly find information and seamlessly collaborate.
Related categories



