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MyCase integration

Automate legal case management workflows with MyCase. Create and manage cases, clients, companies, events, tasks, time entries, documents, and more. Get notified when cases, events, people, companies, or leads are added or updated.

Start building Use MyCase with your AI
Actions
37
Triggers
5
Auth
OAuth 2.0
License
MIT, open source
Updated
August 2026

About the MyCase integration

Add the MyCase piece to a flow, connect your account once, and the rest of the builder can read from it and write to it. Because the piece is open source you can run it on our cloud or self-host it, and combine MyCase with 760+ other apps in the same flow.

Triggers

Start a flow the moment something happens in MyCase

Each trigger below can start a flow on its own, either instantly or on a schedule.

  • Case Added or Updated

    Triggers when a case has been added or updated

  • Event Added or Updated

    Triggers when an event has been added or updated

  • Person Added or Updated

    Triggers when a person has been added or updated

  • Company Added or Updated

    Triggers when a company has been added or updated

  • Lead Added or Updated

    Triggers when a lead has been added or updated

Actions

Everything Activepieces can do in MyCase

Drop any of these into a flow and fill in the fields. No code is required.

  • Create Case

    Creates a new case in MyCase

    15 fields

  • Create Case Stage

    Creates a new case stage in MyCase

    1 field

  • Create Company

    Creates a new company in MyCase

    14 fields

  • Create Custom Field

    Creates a new custom field in MyCase

    4 fields

  • Create Document

    Creates a new document in MyCase

    7 fields

  • Create Event

    Creates a new event in MyCase

    10 fields

  • Create Expense

    Creates a new expense in MyCase

    8 fields

  • Create Lead

    Creates a new lead in MyCase

    19 fields

  • Create Location

    Creates a new location in MyCase

    7 fields

  • Create Note

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

    5 fields

  • Create Person (Client)

    Creates a new individual client (person) in MyCase

    18 fields

  • Create Practice Area

    Creates a new practice area in MyCase

    1 field

  • Create Referral Source

    Creates a new referral source in MyCase

    1 field

  • Create Task

    Creates a new task in MyCase

    7 fields

  • Create Time Entry

    Creates a new time entry in MyCase

    9 fields

  • Create Call

    Creates a new call in the call log in MyCase

    10 fields

  • Update Case

    Updates an existing case in MyCase

    16 fields

  • Update Company

    Updates an existing company in MyCase

    15 fields

  • Update Person (Client)

    Updates an existing individual client (person) in MyCase

    19 fields

  • API Request

    Makes a raw HTTP request to the MyCase API

    5 fields

  • Find Case

    Searches for cases with optional filters

    5 fields

  • Find Call

    Searches for calls with optional filters

    2 fields

  • Find Case Stage

    Searches for case stages with optional filters

    2 fields

  • Find Company

    Searches for companies with optional filters

    6 fields

  • Find Location

    Searches for locations with optional filters

    2 fields

  • Find People Group

    Searches for people groups with optional filters

    2 fields

  • Find Person (Client)

    Searches for clients (people) with optional filters

    8 fields

  • Find Practice Area

    Searches for practice areas with optional filters

    2 fields

  • Find Referral Source

    Searches for referral sources with optional filters

    2 fields

  • Find Staff

    Searches for staff members with optional filters

    3 fields

  • Find or Create Case

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

    15 fields

  • Find or Create Case Stage

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

    1 field

  • Find or Create Company

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

    14 fields

  • Find or Create Location

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

    7 fields

  • Find or Create Person (Client)

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

    18 fields

  • Find or Create Practice Area

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

    1 field

  • Find or Create Referral Source

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

    1 field

Use MyCase in a flow

Connect MyCase once and every trigger and action above is yours to drop into the builder, alongside 760+ other apps. Free to start, on our cloud or your own servers.

Build a MyCase flowTalk to sales

MyCase, answered.

Yes. Activepieces is open source and free to start, and the MyCase piece is included on every plan, from the free cloud tier to any self-hosted deployment.

Add the MyCase piece to a flow, then authenticate with OAuth 2.0. Once connected, its 5 triggers and 37 actions are available anywhere in the builder.

"Case Added or Updated" can start a flow that runs "Create Case", and you can chain MyCase together with any of 760+ other apps and AI steps in between.

Yes. Activepieces is fully self-hostable, so you can run the MyCase piece on your own infrastructure with your connections and your data staying in your environment.

Yes. Every piece you connect can be exposed over one Activepieces MCP server, so Claude, Cursor, Windsurf or any MCP client can call MyCase actions as tools.

Guides using MyCase

MyCase automation Read our quick guide on MyCase automation. Discover how it works, explore common use cases, and learn how Activepieces can help.