Can Heidi trigger actions in MyCase, and MyCase in Heidi?

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.

Do I need to write code to integrate Heidi and MyCase?

No. Heidi-to-MyCase automations are built visually on the canvas. You can optionally add custom JavaScript with Functions when you need advanced logic.

Heidi + MyCase Integration

Connect Heidi and MyCase to automate support work — trigger in one app, run actions in the other, wired in minutes.

Example: when MyCase's "Watch Events" fires, WEXTL can "Add Sessions to Patient Profile" in Heidi. Heidi has 36 actions (including Add Sessions to Patient Profile, Ask Heidi, and Convert Note to Sectional Format); MyCase has 31 actions (including Create a Case, Create a Client, and Create a Lead).

Explore Documentation

GDPR
Data Encryption
2FA
Local Data Region

MyCase triggersHeidi actions

MyCase workflow triggers

Heidi workflow actions

Frequently asked questions

Common questions about connecting Heidi and MyCase.

Connect your Heidi 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.

HeidiBrowse all Heidi triggers, actions, and integrations.

MyCaseBrowse all MyCase triggers, actions, and integrations.

Heidi + MyCase Integration

Frequently asked questions

How do I connect Heidi and MyCase?

What can I automate between Heidi and MyCase?

Can Heidi trigger actions in MyCase, and MyCase in Heidi?

Do I need to write code to integrate Heidi and MyCase?

Explore Heidi and MyCase, or get started

Heidi + MyCase Integration

Frequently asked questions

How do I connect Heidi and MyCase?

What can I automate between Heidi and MyCase?

Can Heidi trigger actions in MyCase, and MyCase in Heidi?

Do I need to write code to integrate Heidi and MyCase?

Explore Heidi and MyCase, or get started