Can MyCase and Salesforce talk in both directions?

Yes. Build one flow that starts in MyCase and acts in Salesforce, and a second that runs the other way, in the same project.

On our EU cloud in Frankfurt, or self-hosted on your own infrastructure with Docker or Kubernetes. The MIT-licensed core means there is always an exit.

Connect MyCase to Salesforce

Move data between MyCase and Salesforce the moment it happens. Build the flow visually, or let AI write it for you, then run it on our cloud or your own infrastructure.

Start building Explore MyCase Explore Salesforce

MyCase triggers: 5
MyCase actions: 37
Salesforce triggers: 9
Salesforce actions: 27

Automation ideas

What you can build with MyCase and Salesforce

A few flows teams run between MyCase and Salesforce. Use one as a starting point, or build your own from scratch.

Case Added or Updated in MyCase creates Add Contact to Campaign in Salesforce
Triggers when a case has been added or updated
New Case Attachment in Salesforce creates Create Case in MyCase
Fires when a new Attachment or File is added to any Case record.
Case Added or Updated in MyCase creates Add File to Record in Salesforce
Triggers when a case has been added or updated
New Case Attachment in Salesforce creates Create Case Stage in MyCase
Fires when a new Attachment or File is added to any Case record.
Case Added or Updated in MyCase creates Add Lead to Campaign in Salesforce
Triggers when a case has been added or updated
New Case Attachment in Salesforce creates Create Company in MyCase
Fires when a new Attachment or File is added to any Case record.

Questions, answered

No. Pick a trigger on either piece and an action on the other, map the fields, and turn the flow on. Add a code step later only if you want to.

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