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MyCase + Microsoft SharePoint

MyCase + Microsoft SharePoint

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.

  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 Folder
    Create Folder
    Create FolderCreate new folder in selected document library.
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More things you can do with MyCase and Microsoft SharePoint

Discover other triggers and actions you can use with MyCase and Microsoft SharePoint

    • 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 MyCase
MyCase is legal case management software for unparalleled productivity.
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About Microsoft SharePoint
Microsoft SharePoint is a service that helps organizations share content to quickly find information and seamlessly collaborate.
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