Cloze + MyCase

Add or update people in Cloze when new or updated individuals are captured in MyCase

Stay organized and efficient with this automation that keeps your contacts updated across MyCase and Cloze. Whenever a person's details are added or changed in MyCase, the information is updated in Cloze, ensuring your records remain current and accurate across both platforms. It's a seamless way to manage your contacts and keep your focus on more critical tasks.

When this happens...
Person Added or Updated
Triggers when a person has been added/updated.
TriggerInstant
automatically do this!
Create/Update a Person
Creates or updates a person.
ActionWrite

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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
- Filters
Trigger
Instant
Try It
- Filters
Trigger
Instant
Try It
- Company NameRequired
- Keyword
- Description
- Keywords
- Industry
- Business Size
- No. Of Employees
- Domains
- Notes
- Share To
- Assign To
- Default Assign To
- Node
- Stage
- Segment
- List
- Remove List
- Facebook
- Twitter
- LinkedIn
- Street Address
- City
- Region
- Postal Code
- Country
- Phone
- Url
- Source App ID
- Source App Link Name
- Source App Link URL
- Source Entity Unique ID
- Additional Fields
Action
Write
- Source App IDRequired
- Source Note IDRequired
- Author Name
- Author Address
- About Name
- About Address
- Subject
- Body
- Body Type
- Source App Name
- Source App URL
- Additional Fields
Action
Write
- Project NameRequired
- Keyword
- Summary
- Keywords
- Notes
- Node
- Project Type
- Project Value
- Stage
- Created (Potential) Date
- Planned Start (Active) Date
- Planned End (Won or Lost) Date
- Source App Name
- Source App URL
- Source App IDRequired
- Source Project Unique IDRequired
- Additional Fields
Action
Write
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
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
- 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
- Filters
Trigger
Instant
Try It
- StyleRequired
- From Name
- From AddressRequired
- Recipient Name
- Recipient Address
- Subject
- Body
- Body Type
- Skip Inbox
- Thread ID
- Source App Link Name
- Source App Link URL
- Additional Fields
Action
Write
- Author Name
- Author Address
- Subject
- Body
- Body Type
- About Name
- About Address
- Source App Link Name
- Source App Link URL
- Additional Fields
Action
Write
- Full Name
- Birthday
- Gender
- Email
- Phone
- Keywords
- Headline
- Node
- Keyword
- Notes
- Stage
- Segment
- Assign To
- Default Assign To
- Share To
- List
- RemoveList
- Source App ID
- Source Person Unique ID
- Source App Link Name
- Source App Link URL
- Additional Fields
Action
Write
- Assign To
- TopicRequired
- When
- Participants
Action
Write

About Cloze

Cloze is like a personal assistant for your professional relationships that is always prompting you at the right moment, and remembering what you don’t. It’s the no-work way to see everything about your contacts in one place. Email, phone calls, meetings, notes, follow-ups and social.

Learn more

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

About MyCase

MyCase is legal case management software for unparalleled productivity.

Learn more

Related categories

Productivity

Related Zap Templates

Manage new or updated MyCase cases by creating or updating projects in Cloze

Related Zap Templates

Manage new or updated MyCase cases by creating or updating projects in Cloze

Cloze + MyCase

Add or update people in Cloze when new or updated individuals are captured in MyCase

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

Company Change

Project Change

Create/Update a Company

Create a Note

Create/Update a Project

API Request (Beta)

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

Person Change

Create Communication

Create Timeline Event

Create/Update a Person

Create ToDo

About Cloze

Related categories

Similar apps

Zapier Interfaces

About MyCase

Related categories

Related Zap Templates

Related Zap Templates