Chatwoot and MyCase Integration

Chatwoot icon
MyCase icon
Chatwoot
MyCase

Demonstration of how apps are integrated in WEXTL workflow builder [4]

Connect Chatwoot and MyCase to automate support workflows. Trigger events from one app, run actions in the other and use AI to make smart decisions. Integrate apps in 3 simple steps - no code required.

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Learn about Chatwoot and MyCase

Detailed info you need to know about Chatwoot and MyCase integrations in WEXTL. Explore which modules apps support and how you connect them.

Chatwoot

Chatwoot icon

Support1 trigger10 searches17 actionsOpen-source customer engagement platform for shared inboxes, live chat, and support workflows. [5]

MyCase

MyCase icon

Support1 trigger13 searches18 actionsLegal practice management for cases, clients, billing, leads, and law firm workflows. [6]

How to connect Chatwoot to MyCase

Set up your Chatwoot and MyCase integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.

How does the integration between Chatwoot and MyCase work in WEXTL?

WEXTL exposes actions and triggers for Chatwoot and MyCase that help you connect apps and automate repetitive tasks [1]. A trigger is an event that happens, an action — a step that performs when the event has occurred.

Chatwoot triggersMyCase actions

Chatwoot modules
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    Add an Agent to an InboxAdds an agent to a specified inbox.
  • Chatwoot icon
    Assign a ConversationAssigns a team or a member to a conversation.
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    Create a ContactCreates a new contact.
  • Chatwoot icon
    Create a ConversationCreates a new conversation.
  • Chatwoot icon
    Create a MessageCreates a new message in the system.
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    Create a UserCreates a new account user.
  • Chatwoot icon
    Create an InboxCreates a new inbox.
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    Delete a ContactDeletes a single contact.
  • Chatwoot icon
    Delete a MessageDeletes a single message from a conversation by ID.
  • Chatwoot icon
    Get a ContactRetrieves a single contact.
  • Chatwoot icon
    Get a ConversationRetrieves a single conversation.
  • Chatwoot icon
    Get an Account ReportReturns an account report for a specific metric.
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    Get an InboxRetrieves a single inbox's details.
  • Chatwoot icon
    Label a ConversationAdds labels to a conversation.
  • Chatwoot icon
    List Contact ConversationsRetrieves a list of conversations for a contact.
  • Chatwoot icon
    List ContactsRetrieves a list of contacts from an account.
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    List InboxesRetrieves a list of inboxes.
  • Chatwoot icon
    List MessagesRetrieves a list of messages from a specified conversation.
  • Chatwoot icon
    Make an API CallPerforms an arbitrary authorized API call.
  • Chatwoot icon
    Search ContactsSearches for contacts.
  • Chatwoot icon
    Search ConversationsSearches for conversations.
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    Update a ContactUpdates an existing contact.
  • Chatwoot icon
    Update a ConversationUpdates an existing conversation.
  • Chatwoot icon
    Update a Conversation Custom AttributesUpdates existing custom attributes for a conversation.
  • Chatwoot icon
    Update a Conversation PriorityUpdates an existing conversation priority in a given service.
  • Chatwoot icon
    Update a Conversation StatusUpdates an existing conversation status.
  • Chatwoot icon
    Update an InboxUpdates an existing inbox by ID.
  • Chatwoot icon
    Watch EventsTriggers when a specific event occurs.
MyCase modules
  • MyCase icon
    Create a CaseCreates a case in the system.
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    Create a ClientCreates a new client in the system.
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    Create a LeadCreates a new lead in the system.
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    Create a NoteCreates a note for a client.
  • MyCase icon
    Create a Note for a CaseCreates a note for a specific case.
  • MyCase icon
    Create a Note for a CompanyCreates a note for a specified company.
  • MyCase icon
    Create an ExpenseCreates an expense entry in the service.
  • MyCase icon
    Delete a CaseDeletes a case from the service.
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    Delete a ClientDeletes a client from the database.
  • MyCase icon
    Delete a NoteDeletes a note from the specified location or service.
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    Delete an ExpenseDeletes a specific expense from the system.
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    Delete an InvoiceDeletes an invoice from the system.
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    Get a CaseRetrieves a case from a specified source.
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    Get a ClientRetrieves a client using the provided client ID.
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    Get a LeadRetrieves a lead from the system using specified criteria.
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    Get a NoteRetrieves a note from the service.
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    Get an ExpenseRetrieves an expense based on the given criteria or ID.
  • MyCase icon
    List CasesRetrieves all cases.
  • MyCase icon
    List Cases for a ClientRetrieves all cases for a specific client.
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    List ClientsRetrieves all clients.
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    List ExpensesRetrieves all expenses.
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    List InvoicesRetrieves all invoices.
  • MyCase icon
    List LeadsRetrieves all leads.
  • MyCase icon
    List Notes for a CaseRetrieves all notes for a specific case.
  • MyCase icon
    List Notes for a ClientRetrieves all notes for a client.
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    Make an API CallPerforms an arbitrary authorized API call.
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    Record a Payment on an InvoiceRecords a payment against an invoice for a specified amount.
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    Update a CaseUpdates a case in the system with new information or changes to existing details.
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    Update a ClientUpdates a client's information in the database.
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    Update a LeadUpdates a lead in the CRM system with new information.
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    Update a NoteUpdates a note with new information or changes existing details.
  • MyCase icon
    Watch EventsTriggers when an event is created or updated.

Explore alternative integrations

There are other apps [9] supported by WEXTL that can be paired with Chatwoot and MyCase integrations. Pick any from the list below if the current combination isn't the one you need.

Alternative integrations to Chatwoot [5]

Alternative integrations to MyCase [6]

Try Chatwoot and MyCase on WEXTL®

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Frequently asked questions

Common questions about connecting Chatwoot and MyCase.

References

List of sources used to gather information about the Chatwoot and MyCase integration.

  1. Chatwoot and MyCase integration source code, module specs and credentials implementation.
  2. Our Chatwoot and MyCase integration documentation, structured input and output parameters, scopes, and authentication methods.
  3. Official vendor API documentation for Chatwoot and MyCase — used to verify field meanings, authentication flows, and anything our own specs don't fully capture.
  4. WEXTL® visual workflow builder, anonymized data from our technical support team.
  5. Chatwoot integration information
  6. MyCase integration information
  7. WEXTL® Scheduling
  8. WEXTL® Pricing and Trial
  9. WEXTL® Apps Library

Explore Chatwoot and MyCase, or get started