Gmail + MyCase

Update and manage new MyCase leads by creating drafts in Gmail

Stay on top of your leads with this workflow that gets activated whenever a lead is added or updated in MyCase. It creates a draft in Gmail, allowing you to take immediate and informed action. This efficient process ensures you never miss out on connecting with your leads and enhances your response time. Simplify your communication process by allowing this workflow to handle the first step.

When this happens...
Lead Added or Updated
Triggers when a lead has been added/updated.
TriggerInstant
automatically do this!
Create Draft
Create a draft email message.
ActionWrite

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Start free with email

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Supported triggers and actions

- 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
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- 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
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
- Label or mailbox
- Search keywords
Trigger
Polling
Try It
- Label or mailboxRequired
Trigger
Polling
Try It
- Label or mailbox
Trigger
Polling
Try It
New Starred Email
Triggers when you receive a new email and star it within two days.
Trigger
Polling
Try It
- LabelRequired
- MessageRequired
Action
Write
- Email message to be DeletedRequired
Action
Write
- Trigger Instructions
- ThreadRequired
- To
- Cc
- Bcc
- From
- From Name
- Body type
- BodyRequired
- Add signature default
- Label or mailbox
- Attachments
Action
Write
- To
- Send message to Google Contacts Group/Label
- Cc
- Bcc
- From
- From Name
- Reply To
- SubjectRequired
- Body type
- BodyRequired
- Add signature default
- Label or mailbox
- Attachments
Action
Write
- ThreadRequired
- Label(s) to removeRequired
Action
Write
- Search StringRequired
Action
Search

- 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
- 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
New Label
Triggers when you add a new label.
Trigger
Polling
Try It
- Label or mailboxRequired
Trigger
Polling
Try It
- Search keywordsRequired
Trigger
Polling
Try It
- Label/Mailbox
Trigger
Polling
Try It
- MessageRequired
Action
Write
- Recipient Instructions
- To
- Cc
- Bcc
- SubjectRequired
- From
- From Name
- Body type
- BodyRequired
- Add signature default
- Label or mailbox
- Attachments
Action
Write
- Name of labelRequired
Action
Write
- MessageRequired
- Label(s) to removeRequired
Action
Write
- Trigger Instructions
- ThreadRequired
- To
- Cc
- Bcc
- From
- From Name
- Reply To
- Subject
- Body type
- BodyRequired
- Add signature default
- Label or mailbox
- Attachments
Action
Write
- Search StringRequired
- To
- Send message to Google Contacts Group/Label
- Cc
- Bcc
- From
- From Name
- Reply To
- SubjectRequired
- Body type
- BodyRequired
- Add signature default
- Label or mailbox
- Attachments
Action
Search or write

About Gmail

One of the most popular email services, Gmail keeps track of all your emails with threaded conversations, tags, and Google-powered search to find any message you need.

Learn more

Related categories

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About MyCase

MyCase is legal case management software for unparalleled productivity.

Learn more

Related categories

Productivity

Related Zap Templates

Create tasks in MyCase for new Gmail attachments

Gmail + MyCase

Update and manage new MyCase leads by creating drafts in Gmail

Case Added or Updated

Event Added or Updated

Person Added or Updated

Create Case

Create Case Stage

Update Company

Create Document

Create Expense

Create Location

Update Person

Create Practice Area

Create Task

API Request (Beta)

Find Case

Find Company Contact

Find People Group

Find Practice Area

Find Staff

Find or Create CaseStage

Find or Create Location

Find or Create Practice Area

New Attachment

New Labeled Conversation

New Email

New Starred Email

Add Label to Email

Delete Email

Create Draft Reply

Send Email

Remove Label From Conversation

Find Email

Company Added or Updated

Lead Added or Updated

Create Call

Update Case

Create Company

Create Custom Field

Create Event

Create Lead

Create Note

Create Person

Create Referral Source

Create Time Entry

Find Caller

Find Case Stage

Find Location

Find Person Contact

Find Referral Source

Find or Create Case

Find or Create Company

Find or Create Person

Find or Create ReferralSource

New Label

New Labeled Email

New Email Matching Search

New Conversation

Archive Email

Create Draft

Create Label

Remove Label From Email

Reply to Email

Find or Send Email

About Gmail

Related categories

Similar apps

IMAP by Zapier

SMTP by Zapier

Microsoft Office 365

About MyCase

Related categories

Related Zap Templates

Related Zap Templates