Airtable + MyCase

Update and manage persons in MyCase to create new records in Airtable

Keep your Airtable records in line with your MyCase contacts seamlessly. This workflow gets started whenever a person is added or updated in your MyCase app, instantly creating a corresponding record in Airtable. It's a hassle-free way to ensure your databases stay consistent, saving you from any manual entry.

Keep your Airtable records in line with your MyCase contacts seamlessly. This workflow gets started whenever a person is added or updated in your MyCase app, instantly creating a corresponding record in Airtable. It's a hassle-free way to ensure your databases stay consistent, saving you from any manual entry.

  1. When this happens...
    MyCaseMyCase
    Person Added or Updated

    Triggers when a person has been added/updated.

    TriggerInstant
  2. automatically do this!
    AirtableAirtable
    Create Record

    Creates a new record with auto-populating fields.

    ActionWrite
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Supported triggers and actions

    • 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
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airtable logo

About Airtable

Organize anything with Airtable, a modern database created for everyone. Airtable is a fast and flexible way to create tables to keep track of anything, from sales leads to vacation planning to inventory management.
Learn more

Related categories

  • Databases

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mycase logo

About MyCase

MyCase is legal case management software for unparalleled productivity.
Learn more

Related categories

  • Productivity