MyCase

MyCase Integrations

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MyCase Triggers

Case Added or Updated

Triggers when a case has been added or updated

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Person Added or Updated

Triggers when a person has been added or updated

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Lead Added or Updated

Triggers when a lead has been added or updated

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Event Added or Updated

Triggers when an event has been added or updated

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Company Added or Updated

Triggers when a company has been added or updated

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MyCase Actions

Create Case

Creates a new case in MyCase

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Create Company

Creates a new company in MyCase

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Create Document

Creates a new document in MyCase

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Create Expense

Creates a new expense in MyCase

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Create Location

Creates a new location in MyCase

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Create Person (Client)

Creates a new individual client (person) in MyCase

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Create Referral Source

Creates a new referral source in MyCase

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Create Time Entry

Creates a new time entry in MyCase

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Update Case

Updates an existing case in MyCase

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Update Person (Client)

Updates an existing individual client (person) in MyCase

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Find Case

Searches for cases with optional filters

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Find Case Stage

Searches for case stages with optional filters

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Find Location

Searches for locations with optional filters

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Find Person (Client)

Searches for clients (people) with optional filters

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Find Referral Source

Searches for referral sources with optional filters

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Find or Create Case

Finds a case by name or creates a new one if it does not exist

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Find or Create Company

Finds a company by name or creates a new one if it does not exist

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Find or Create Person (Client)

Finds a person by first and last name or creates a new one if not found

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Find or Create Referral Source

Finds a referral source by name or creates a new one if it does not exist

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Create Case Stage

Creates a new case stage in MyCase

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Create Custom Field

Creates a new custom field in MyCase

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Create Event

Creates a new event in MyCase

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Create Lead

Creates a new lead in MyCase

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Create Note

Creates a new note for a case, client, or company in MyCase

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Create Practice Area

Creates a new practice area in MyCase

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Create Task

Creates a new task in MyCase

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Create Call

Creates a new call in the call log in MyCase

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Update Company

Updates an existing company in MyCase

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API Request

Makes a raw HTTP request to the MyCase API

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Find Call

Searches for calls with optional filters

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Find Company

Searches for companies with optional filters

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Find People Group

Searches for people groups with optional filters

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Find Practice Area

Searches for practice areas with optional filters

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Find Staff

Searches for staff members with optional filters

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Find or Create Case Stage

Finds a case stage by name or creates a new one if it does not exist

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Find or Create Location

Finds a location by name or creates a new one if it does not exist

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Find or Create Practice Area

Finds a practice area by name or creates a new one if it does not exist

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Integrations

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MyCase Integrations

MyCase Triggers

Case Added or Updated

Person Added or Updated

Lead Added or Updated

Event Added or Updated

Company Added or Updated

MyCase Actions

Create Case

Create Company

Create Document

Create Expense

Create Location

Create Person (Client)

Create Referral Source

Create Time Entry

Update Case

Update Person (Client)

Find Case

Find Case Stage

Find Location

Find Person (Client)

Find Referral Source

Find or Create Case

Find or Create Company

Find or Create Person (Client)

Find or Create Referral Source

Create Case Stage

Create Custom Field

Create Event

Create Lead

Create Note

Create Practice Area

Create Task

Create Call

Update Company

API Request

Find Call

Find Company

Find People Group

Find Practice Area

Find Staff

Find or Create Case Stage

Find or Create Location

Find or Create Practice Area