STEP 1
Connect Dentally and MyCase
Save credentials in WEXTL once. We store them encrypted and reuse the authorization across every workflow [3]. No coding or API skills required.
Dentally and MyCase Integration
Keep Dentally and MyCase in sync by integrating their events and actions. When support events happen in Dentally, update the MyCase automatically - without any line of code in visual workflow builder.
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Learn about Dentally and MyCase
Detailed info you need to know about Dentally and MyCase integrations in WEXTL. Explore which modules apps support and how you connect them.
How to connect Dentally to MyCase
Set up your Dentally and MyCase integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.
STEP 2
Build a workflow
Paste selected Dentally and MyCase nodes onto the canvas [4], or describe what you want and WEXTL wires the flow together with AI Builder.
STEP 3
Map your data
Choose which fields need to sync between Dentally and MyCase. Use filters or leverage a JS custom code step in between — everything is on the canvas.
How does the integration between Dentally and MyCase work in WEXTL?
WEXTL exposes actions and triggers for Dentally 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.
Dentally triggersMyCase actions
Dentally modules
- Create a PaymentCreates a payment transaction.
- Create an AppointmentCreates an appointment in the scheduling system.
- Delete a PaymentDeletes a payment record from the system.
- Delete an AppointmentDeletes an appointment from the system.
- Get a PaymentRetrieves details of a specific payment.
- Get a RoomRetrieves information about a specific room based on given criteria.
- Get a SiteRetrieves a site from the service using its unique ID.
- Get a TreatmentRetrieves information about a specific treatment.
- Get a Treatment AppointmentRetrieves details of a treatment appointment from the system.
- Get a Treatment PlanRetrieves a treatment plan for a specified patient or condition.
- Get a UserRetrieves a user's information from the service.
- Get a Waiting ListRetrieves a waiting list from the service.
- Get an AppointmentRetrieves an appointment by specifying its details.
- Get an InvoiceRetrieves an invoice based on the provided ID or criteria.
- List AppointmentsRetrieves all appointments from the service.
- List Invoice ItemsRetrieves all invoice items.
- List InvoicesRetrieves all invoices.
- List PaymentsRetrieves all payments.
- List RoomsRetrieves all rooms.
- List Session AppointmentsRetrieves all session appointments.
- List SitesRetrieves all the sites.
- List Treatment AppointmentsRetrieves all treatment appointments.
- List Treatment PlansRetrieves all treatment plans.
- List TreatmentsRetrieves all treatments.
- List UsersRetrieves all users.
- List Waiting ListsRetrieves all waiting lists.
- Make an API CallPerforms an arbitrary authorized API request.
- Update a SiteUpdates a site with new information or modifications.
- Update a UserUpdates a user in the database with the provided information.
- Update an AppointmentUpdates an appointment with specified details.
- Watch AppointmentsTriggers when a new appointment is scheduled.
- Watch EventsTriggers when a Dentally webhook event is received.
- Watch Invoice ItemsTriggers when new invoice items are created or updated.
- Watch InvoicesTriggers when a new invoice is created.
- Watch PaymentsTriggers when new payments are received.
- Watch RoomsTriggers when a new room is created or updated.
- Watch Session AppointmentsTriggers when a new session appointment is scheduled.
- Watch Treatment AppointmentsTriggers when new treatment appointments are scheduled.
- Watch Treatment PlansTriggers when a new treatment plan is created or updated.
- Watch TreatmentsTriggers when a new treatment is added or updated.
- Watch UsersTriggers when a new user is created.
- Watch Waiting ListsTriggers when a new entry is added to a waiting list.
MyCase modules
- Create a CaseCreates a case in the system.
- Create a ClientCreates a new client in the system.
- Create a LeadCreates a new lead in the system.
- Create a NoteCreates a note for a client.
- Create a Note for a CaseCreates a note for a specific case.
- Create a Note for a CompanyCreates a note for a specified company.
- Create an ExpenseCreates an expense entry in the service.
- Delete a CaseDeletes a case from the service.
- Delete a ClientDeletes a client from the database.
- Delete a NoteDeletes a note from the specified location or service.
- Delete an ExpenseDeletes a specific expense from the system.
- Delete an InvoiceDeletes an invoice from the system.
- Get a CaseRetrieves a case from a specified source.
- Get a ClientRetrieves a client using the provided client ID.
- Get a LeadRetrieves a lead from the system using specified criteria.
- Get a NoteRetrieves a note from the service.
- Get an ExpenseRetrieves an expense based on the given criteria or ID.
- List CasesRetrieves all cases.
- List Cases for a ClientRetrieves all cases for a specific client.
- List ClientsRetrieves all clients.
- List ExpensesRetrieves all expenses.
- List InvoicesRetrieves all invoices.
- List LeadsRetrieves all leads.
- List Notes for a CaseRetrieves all notes for a specific case.
- List Notes for a ClientRetrieves all notes for a client.
- Make an API CallPerforms an arbitrary authorized API call.
- Record a Payment on an InvoiceRecords a payment against an invoice for a specified amount.
- Update a CaseUpdates a case in the system with new information or changes to existing details.
- Update a ClientUpdates a client's information in the database.
- Update a LeadUpdates a lead in the CRM system with new information.
- Update a NoteUpdates a note with new information or changes existing details.
- 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 Dentally and MyCase integrations. Pick any from the list below if the current combination isn't the one you need.
Frequently asked questions
Common questions about connecting Dentally and MyCase.
Connect your Dentally and MyCase accounts once, pick a trigger in one app and an action in the other, then map the fields so data flows automatically between them. [3]
Example: when Dentally's "Watch Appointments" fires, WEXTL can "Create a Case" in MyCase. Dentally has 12 triggers (including Watch Appointments, Watch Events, and Watch Invoice Items); MyCase has 31 actions (including Create a Case, Create a Client, and Create a Lead). Add filters and transforms between steps when you need them. [1]
Yes — the integration works in both directions. Use each app's triggers to start a workflow and the other app's actions to update it. [2]
No. Dentally-to-MyCase automations are built visually on the canvas. You can optionally add custom JavaScript with Functions when you need advanced logic. [4]
Yes. Trigger-based automations start the moment Dentally (or MyCase) fires a new event — webhook-backed apps run within seconds, and polling-only apps re-check on a schedule you control. [7]
A first automation typically takes 5–10 minutes: connect each app's credential once, drop a trigger + action onto the canvas, map the fields, and turn the workflow on.
You can build your Dentally + MyCase automation on a 3-day trial with every feature unlocked. Cancel anytime. For your protection, a small deposit is charged to your card when your trial starts. It counts toward your first payment and is non-refundable. [8]
References
List of sources used to gather information about the Dentally and MyCase integration.
- Dentally and MyCase integration source code, module specs and credentials implementation.
- Our Dentally and MyCase integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official vendor API documentation for Dentally and MyCase — used to verify field meanings, authentication flows, and anything our own specs don't fully capture.
- WEXTL® visual workflow builder, anonymized data from our technical support team.
- Dentally integration information
- MyCase integration information
- WEXTL® Scheduling
- WEXTL® Pricing and Trial
- WEXTL® Apps Library