MyCase + Todoist

Manage new or updated MyCase cases by creating projects in Todoist

Stay organized and promptly respond to all updates with this workflow. Whenever a case is added or updated in MyCase, it will set up a new project in Todoist. This streamlined process helps you maintain a clear overview of all legal cases by translating them into actionable tasks, allowing you to focus more on resolving cases efficiently.

When this happens...
Case Added or Updated
Triggers when a case has been added/updated.
TriggerInstant
automatically do this!
Create Project
Triggers when a new project is created.
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
- NameRequired
Action
Write

- MyCase Company To UpdateRequired
- Email
- Name
- Website
- Line 1
- Line 2
- City
- State
- ZIP Code
- Country
- Main Phone Number
- Fax Phone Number
- Notes
- Cases
- People
Action
Write
- TypeRequired
- NameRequired
- PathRequired
- DocumentRequired
- Description
- Assigned Date
Action
Write

- Activity NameRequired
- Description
- Entry DateRequired
- BillableRequired
- CostRequired
- UnitsRequired
- CaseRequired
- StaffRequired
Action
Write
- NameRequired
- Address Line 1
- Address Line 2
- City
- State
- Zip Code
- Country
Action
Write
- MyCase Person To UpdateRequired
- 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
- NameRequired
Action
Write
- NameRequired
- Description
- Priority
- Due Date
- Completed
- Case
- StaffRequired
Action
Write
- Api Docs Info
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- Search TypeRequired
- Search ValueRequired
Action
Search
- Search TypeRequired
- Search ValueRequired
Action
Search
- Search TypeRequired
- Search ValueRequired
Action
Search
- Search TypeRequired
- Search ValueRequired
Action
Search
- Search TypeRequired
- Search ValueRequired
- NameRequired
- Case Number
- Opened Date
- Case Stage
- Practice Area
- Description
- Sol Date
- Status
- Billing Contact
- People
- Companies
- Staff
Action
Search or write
- Search TypeRequired
- Search ValueRequired
- Email
- NameRequired
- Website
- Line 1
- Line 2
- City
- State
- ZIP Code
- Country
- Main Phone Number
- Fax Phone Number
- Notes
- Cases
- People
Action
Search or write
- Search TypeRequired
- Search ValueRequired
- Email
- First NameRequired
- Middle Name
- Last NameRequired
- 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 TypeRequired
- Search ValueRequired
- NameRequired
Action
Search or write
- ProjectRequired
Trigger
Scheduled
Try It
- ProjectRequired
- E-Mail AddressRequired
Action
Write
- TaskRequired
- SectionRequired
Action
Write
- ProjectRequired
- CommentRequired
Action
Write
- Project
- TitleRequired
- Note
- Section
- Assigned To
- Due Date (Human Formatted)
- Due Date (Raw Formatted)
- Priority
- Labels
Action
Write
- Api Docs Info
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
Get Task Comments
Get the comments of a Task as a line item
Action
Write
- NameRequired
Action
Search
- Email AddressRequired
Action
Search
- NameRequired
Action
Search or 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
- Email
- NameRequired
- Website
- Line 1
- Line 2
- City
- State
- ZIP Code
- Country
- Main Phone Number
- Fax Phone Number
- Notes
- Cases
- People
Action
Write
- NameRequired
- Parent TypeRequired
- Field TypeRequired
Action
Write
- NameRequired
- Description
- StartRequired
- EndRequired
- All Day
- Private
- Location
- Case
- Required StaffRequired
- Optional Staff
Action
Write
- Email
- First NameRequired
- Middle Initial
- Last NameRequired
- 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
- TypeRequired
- SubjectRequired
- NoteRequired
- DateRequired
Action
Write
- Email
- First NameRequired
- Middle Name
- Last NameRequired
- 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
- NameRequired
Action
Write
- Activity NameRequired
- Description
- Entry DateRequired
- Billable
- Flat Fee
- RateRequired
- HoursRequired
- CaseRequired
- StaffRequired
Action
Write
- Search TypeRequired
- Search ValueRequired
Action
Search
- Search TypeRequired
- Search ValueRequired
Action
Search
- Search TypeRequired
- Search ValueRequired
Action
Search
- Search TypeRequired
- Search ValueRequired
Action
Search
- Search TypeRequired
- Search ValueRequired
Action
Search
- Search TypeRequired
- Search ValueRequired
- NameRequired
Action
Search or write
- Search TypeRequired
- Search ValueRequired
- NameRequired
- Address Line 1
- Address Line 2
- City
- State
- Zip Code
- Country
Action
Search or write
- Search TypeRequired
- Search ValueRequired
- NameRequired
Action
Search or write
- Project
Trigger
Scheduled
Try It
New Project
Triggers when a new project is created.
Trigger
Scheduled
Try It
- TaskRequired
Action
Write
- TaskRequired
- CommentRequired
Action
Write
- NameRequired
Action
Write
- TaskRequired
- TitleRequired
- Assigned To
- Due Date (Human Formatted)
- Due Date (Raw Formatted)
- Priority
- Labels
Action
Write
Create Subtask
Creates a new task as a child of another task in Todoist.
Action
Write
Get Project Collaborators
Get all collaborators for a specific project
Action
Write
- NameRequired
- Project
Action
Search
- NameRequired
Action
Search or write
- NameRequired
- Project
- TitleRequired
- Note
- Section
- Assigned To
- Due Date (Human Formatted)
- Due Date (Raw Formatted)
- Priority
- Labels
Action
Search or write

About MyCase

MyCase is legal case management software for unparalleled productivity.

Learn more Help

Related categories

Productivity

About Todoist

Managing millions of tasks, Todoist is an online task management app and todo list. It has Web, iPhone, Android, Chrome, Firefox, Outlook flavors (and more!).

Learn more Help

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PRODUCTS

CAPABILITIES

By team

MyCase + Todoist

Manage new or updated MyCase cases by creating projects in Todoist

Case Added or Updated

Event Added or Updated

ActionRequired

Person Added or Updated

ActionRequired

Create Case

NameRequired

Case Number

Opened Date

Case Stage

Practice Area

Description

Sol Date

Status

Billing Contact

People

Companies

Staff

Create Case Stage

NameRequired

Update Company

MyCase Company To UpdateRequired

Email

Name

Website

Line 1

Line 2

City

State

ZIP Code

Country

Main Phone Number

Fax Phone Number

Notes

Cases

People

Create Document

TypeRequired

NameRequired

PathRequired

DocumentRequired

Description

Assigned Date

Create Expense

Activity NameRequired

Description

Entry DateRequired

BillableRequired

CostRequired

UnitsRequired

CaseRequired

StaffRequired

Create Location

NameRequired

Address Line 1

Address Line 2

City

State

Zip Code

Country

Update Person

MyCase Person To UpdateRequired

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