MyCase Integration

Legal practice management for cases, clients, billing, leads, and law firm workflows. Bring MyCase into AI assisted support workflows for faster triage and follow up. Start from Watch Events and let Get a Case or Get a Client handle the next step automatically.

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Supported triggers and actions for MyCase integration

Triggers can detect changes in MyCase and run actions that can create, search or modify data inside MyCase automatically [3] — exactly how you set them.

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 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.
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.
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.

How to integrate MyCase in automation workflow?

3 simple steps to make your MyCase connected with other apps in automation workflows on WEXTL. Up to 10 minutes integration set up.

STEP 1

Select MyCase in workflow

Pick MyCase app in the workflow builder [4] - just one click to select the app.

STEP 2

Connect MyCase

When prompted, authorize access to MyCase in WEXTL once. MyCase credentials are encrypted and never shared with WEXTL. Authorization will be reused in any future API calls [3].

WEXTL wants to integrate with your MyCase account. Approve?

STEP 3

Build a workflow

Build your workflow with MyCase yourself or with WEXTL® AI Builder. Connect MyCase to any available integrations [5], or use HTTP node to go beyond them.

MyCase

How MyCase connects and integrates with WEXTL

Save and approve your credentials once — WEXTL® stores authorization information encrypted and reuses the authentication whenever MyCase app is called in workflows. That allows your support automations to run without your attention, per defined schedule [7]. Explore documentation [6] for a detailed list of fields that MyCase supports.

Full MyCase API documentation

The following table illustrates what fields MyCase integration require during authorization flow inside our workflow builder [4].

Video slide demonstrates how MyCase is connected in WEXTL builder [4].

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	—

Connect MyCase to popular apps on WEXTL

Enter a name of the other app you want to sync with MyCase below. Click on selected app to explore integration options with MyCase. If the app you search for is not available in WEXTL yet, you can use HTTP node [10] instead to integrate it directly.

Example automation with MyCase integration

Select Watch Events trigger from MyCase - this will be a starting point in your automation. Whenever event happens in MyCase, workflow will start [7] from Watch Events node.

Search for Create a Case, connect it as the next step of integration sequence. You can use filters between Watch Events and Create a Case, so only important data pass from Watch Events to the next step. WEXTL gives you full control over the process of MyCase automation. All parts of workflow are visible on the canvas [4].

MyCase on WEXTL has 32 modules for crafting support automations. Explore MyCase documentation for more.

Video slide demonstrates how Watch Events and Create a Case nodes are used in MyCase workflow.

Video slide demonstrates how Watch Events and Create a Case [6] nodes are used in MyCase workflow.

Frequently asked questions

Common questions about automating MyCase in your workflows.

MyCase has 1 trigger, including "Watch Events". Triggers are start points of the workflow, and automations may start from them.

Integration has 31 actions, including "Get a Case", "Get a Client", and "Get a Lead", and more. Refer to our MyCase Documentation for detailed inputs and outputs.

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 our customers do that in rare cases [4].

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

The MyCase integration on WEXTL runs directly on its vendor public API — every field name, authentication method, and rate limit is controlled by MyCase official API and covered in documentation [3]. WEXTL handles the request signing and pagination for you.

Absolutely. Where MyCase provides native webhooks, you can use instant triggers to eliminate polling delay. For custom webhooks, WEXTL offers Custom Webhook node, so you can start automation whenever MyCase or any other service sends event to webhook URL.

WEXTL is an AI-first visual canvas. The platform allows you to describe automation in plain text — and AI will wire nodes for MyCase inside the workflow builder [4]. You can also use built-in workflow nodes (AI Agent, Human in the Loop, Condition, Aggregate Results) in pair with MyCase modules to craft complex integration flows with branches, filtering, and conditional logic. There are absolutely no limits of what you can build.

References

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

MyCase integration source code, module specs and credentials implementation.
Internal MyCase integration documentation, structured input and output parameters, scopes, and authentication methods.
Official MyCase vendor API documentation — 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.
WEXTL® Apps Library
WEXTL® MyCase App Documentation
WEXTL® Workflow Scheduler
WEXTL® HTTP node documentation

MyCase Integration

Supported triggers and actions for MyCase integration