MyCase + Toggl Track
Create new Toggl Track projects when cases get added or updated in MyCase
Whenever a new case is added or updated in MyCase, this workflow instantly creates a corresponding project in Toggl Track. Not only does this save you from manual data entry, but it also ensures that your project tracking remains updated and organized. Adopt this streamlined process to maintain consistency between your case management and project tracking.
Whenever a new case is added or updated in MyCase, this workflow instantly creates a corresponding project in Toggl Track. Not only does this save you from manual data entry, but it also ensures that your project tracking remains updated and organized. Adopt this streamlined process to maintain consistency between your case management and project tracking.
- When this happens...
Case Added or UpdatedTriggers when a case has been added/updated.
TriggerInstantThis event starts a Zap instantly. - automatically do this!
Create ProjectCreates a new Project.
ActionWriteCreate a new record or update an existing record in your app.
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NameRequired
Case Number
Opened Date
Case Stage
Practice Area
Description
Sol Date
Status
Billing Contact
People
Companies
Staff
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TypeRequired
NameRequired
PathRequired
DocumentRequired
Description
Assigned Date
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Activity NameRequired
Description
Entry DateRequired
BillableRequired
CostRequired
UnitsRequired
CaseRequired
StaffRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
Address Line 1
Address Line 2
City
State
Zip Code
Country
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
Description
Priority
Due Date
Completed
Case
StaffRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Stop on errorRequired
HTTP MethodRequired
URLRequired
Query string parameters
Additional request headers
Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Search TypeRequired
Search ValueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch TypeRequired
Search ValueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch TypeRequired
Search ValueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch TypeRequired
Search ValueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch TypeRequired
Search ValueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch TypeRequired
Search ValueRequired
NameRequired
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundSearch TypeRequired
Search ValueRequired
NameRequired
Address Line 1
Address Line 2
City
State
Zip Code
Country
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundSearch TypeRequired
Search ValueRequired
NameRequired
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
New Client
Triggers when a new client is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planWorkspaceRequired
Event typeRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Time Entry Started
Triggers when a new time entry is started and running.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planWorkspaceRequired
Client NameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
EmailsRequired
Skip email
WorkspaceRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.WorkspaceRequired
Labor cost
Manager
ProjectRequired
Rate
UserRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.WorkspaceRequired
ProjectRequired
Task NameRequired
Task Status
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
WorkspaceRequired
UserRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.WorkspaceRequired
Time entryRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.WorkspaceRequired
Project memberRequired
Labor cost
Manager
Rate
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.WorkspaceRequired
Billable
Clients
Description
Start dateRequired
End dateRequired
Grouped
Order by
Projects
ActionThis is an event a Zap performs.SearchFind existing data in your appWorkspaceRequired
Project NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appWorkspaceRequired
Task nameRequired
Task status
ActionThis is an event a Zap performs.SearchFind existing data in your appWorkspace
Description
Before
After
ActionThis is an event a Zap performs.SearchFind existing data in your appWorkspaceRequired
Project filter
User filter
ActionThis is an event a Zap performs.SearchFind existing data in your appWorkspaceRequired
Client NameRequired
Client Status
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundWorkspaceRequired
Tag NameRequired
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundWorkspaceRequired
Time entry description
Before
After
StartRequired
DurationRequired
Billable
Project
Task
Tags
User
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
Called AtRequired
Caller Phone NumberRequired
MessageRequired
ResolvedRequired
Call Type
Call ForRequired
CallerRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.MyCase Case To UpdateRequired
Name
Case Number
Opened Date
Case Stage
Practice Area
Description
Sol Date
Status
Billing Contact
People
Companies
Staff
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Email
NameRequired
Website
Line 1
Line 2
City
State
ZIP Code
Country
Main Phone Number
Fax Phone Number
Notes
Cases
People
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
Parent TypeRequired
Field TypeRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
Description
StartRequired
EndRequired
All Day
Private
Location
Case
Required StaffRequired
Optional Staff
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TypeRequired
SubjectRequired
NoteRequired
DateRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Activity NameRequired
Description
Entry DateRequired
Billable
Flat Fee
RateRequired
HoursRequired
CaseRequired
StaffRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Search TypeRequired
Search ValueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch TypeRequired
Search ValueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch TypeRequired
Search ValueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch TypeRequired
Search ValueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch TypeRequired
Search ValueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch TypeRequired
Search ValueRequired
NameRequired
Case Number
Opened Date
Case Stage
Practice Area
Description
Sol Date
Status
Billing Contact
People
Companies
Staff
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundSearch TypeRequired
Search ValueRequired
Email
NameRequired
Website
Line 1
Line 2
City
State
ZIP Code
Country
Main Phone Number
Fax Phone Number
Notes
Cases
People
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundSearch 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
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundSearch TypeRequired
Search ValueRequired
NameRequired
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundNew Tag
Triggers when a new tag is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Workspace
Triggers when a new workspace is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planOrganizationRequired
NameRequired
UsersRequired
WorkspacesRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.WorkspaceRequired
Project nameRequired
Project template
Is Project private?
Is Project billable?
Project Client
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.WorkspaceRequired
Tag NameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.WorkspaceRequired
StartRequired
DurationRequired
Time entry description
Billable
Project
Task
Tags
User
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.WorkspaceRequired
StartRequired
Time entry description
Billable
Project
Task
Tags
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.WorkspaceRequired
ProjectRequired
Name
Active
Billable
Client
External reference
Private
Template
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.WorkspaceRequired
UserRequired
Active
Labor cost
Billable rate
Role
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.WorkspaceRequired
Client NameRequired
Client Status
ActionThis is an event a Zap performs.SearchFind existing data in your appWorkspaceRequired
Tag NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appWorkspaceRequired
Start dateRequired
End dateRequired
Billable
Clients
Description
Projects
Grouping
Sub grouping
ActionThis is an event a Zap performs.SearchFind existing data in your appOrganizationRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appWorkspaceRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appWorkspaceRequired
Project nameRequired
Project template
Is Project private?
Is Project billable?
Project Client
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundWorkspaceRequired
Task NameRequired
Task Status
ProjectRequired
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
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