What actions can I run in MyCase?

31 actions are available, including "Get a Case", "Get a Client", and "Get a Lead", and more. Run them from any trigger in your automation stack — map fields once and they execute automatically.

Do I need to write code to automate this?

No. Most automations are built visually on the canvas by picking triggers, actions, and mapping fields. You can add custom JavaScript with Functions when advanced logic is needed — but it is never required.

Is the integration secure?

Yes. Connections are authenticated per account, credentials are encrypted at rest, and you can enforce approvals and team-level access controls on any automation.

MyCase Integrations

Legal practice management for cases, clients, billing, leads, and law firm workflows. Wire MyCase into AI-assisted support flows — triage in, resolution out.

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Watch EventsTriggers when an event is created or updated.
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 an ExpenseRetrieves an expense based on the given criteria or ID.
Get a NoteRetrieves a note from the service.
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.
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 an ExpenseCreates an expense entry in the service.
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.
Delete a CaseDeletes a case from the service.
Delete a ClientDeletes a client from the database.
Delete an ExpenseDeletes a specific expense from the system.
Delete an InvoiceDeletes an invoice from the system.
Delete a NoteDeletes a note from the specified location or service.
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.

When to use MyCase

Common scenarios where MyCase automation saves time and reduces manual work.

React to "Watch Events" in MyCase in real time: route the event into CRM, chat, ticketing, or any connected service.
Run "Get a Client" in MyCase from any upstream event — map fields once and let the automation handle the rest.
Include "Get a Client" from MyCase in larger multi-tool workflows to move data end-to-end without hand-offs.

How to connect

Sign in and approve access — your password is never shared with WEXTL®, and you can revoke access from the provider at any time.

Full API documentation

You’ll be redirected to sign in and approve access — your password is never shared with WEXTL.

Connecting MyCase to WEXTL®

Field	Type	Help
Client IDRequired	text	For current MyCase customers, please reach out to MyCase support to receive necessary client credentials. https://www.mycase.com/support/. `Provide` the following Redirect URI to MyCase support in your ticket: `the Callback URL shown in this connection form`.
Client SecretRequired	password	—

Use in workflow automation

Start from MyCase’s Watch Events trigger and the run begins the moment there’s something new — no cron job to babysit, no one remembering to check.

Add Create a Case as the next step, then branch, filter or hand off to the rest of your stack. The whole path stays on one canvas your team can read.

This integration brings 32 ready-made steps for support work, and every run records what went in and what came back.

MyCase workflow on the canvas: Watch Events then Create a Case

Frequently asked questions

Common questions about automating MyCase in your workflows.

MyCase has 1 trigger, including "Watch Events". Use them to start workflows the moment MyCase events fire — no polling required.

Field

Type

Help

Client IDRequired

text

For current MyCase customers, please reach out to MyCase support to receive necessary client credentials. https://www.mycase.com/support/. Provide the following Redirect URI to MyCase support in your ticket: the Callback URL shown in this connection form.

Client SecretRequired

password

—

Use in workflow automation

Start from MyCase’s Watch Events trigger and the run begins the moment there’s something new — no cron job to babysit, no one remembering to check.

Add Create a Case as the next step, then branch, filter or hand off to the rest of your stack. The whole path stays on one canvas your team can read.

This integration brings 32 ready-made steps for support work, and every run records what went in and what came back.

MyCase Integrations

When to use MyCase

How to connect

Use in workflow automation

Frequently asked questions

MyCase Integrations

When to use MyCase

How to connect

Connect MyCase to any app in workflows

Use in workflow automation

Frequently asked questions

Connect MyCase to any app in workflows

Connect MyCase to any app in workflows

Connect MyCase to any app in workflows

MyCase Integrations

MyCase triggers and actions

When to use MyCase

How to connect

Use in workflow automation

Frequently asked questions

What triggers does MyCase support?

What actions can I run in MyCase?

Do I need to write code to automate this?

Is the integration secure?

MyCase Integrations

MyCase triggers and actions

When to use MyCase

How to connect

Connect MyCase to any app in workflows

Use in workflow automation

Frequently asked questions

What triggers does MyCase support?

What actions can I run in MyCase?

Do I need to write code to automate this?

Is the integration secure?

Connect MyCase to any app in workflows

Connect MyCase to any app in workflows

Connect MyCase to any app in workflows