MyCase Integrations

Legal practice management for cases, clients, billing, leads, and law firm workflows. Connect MyCase to AI agents, automate workflows, and scale with confidence.

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Watch EventsTriggers when an event is created or updated.
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.
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.

Connect MyCase to any app in workflows

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Frequently asked questions

Everything you need to know about connecting MyCase to your workflows.

Connect your MyCase account, choose a trigger or action, and map fields so data flows automatically between MyCase and your workflows.

MyCase Integrations

MyCase triggers and actions

Connect MyCase to any app in workflows

Frequently asked questions

How does MyCase integration work in WEXTL?

Can MyCase start a workflow automatically?

Can I send data to MyCase from other systems?

Do I need coding to automate MyCase?

What are common MyCase use cases?

Can I control what data is sent to MyCase?

MyCase Integrations

MyCase triggers and actions

Connect MyCase to any app in workflows

Frequently asked questions

How does MyCase integration work in WEXTL?

Can MyCase start a workflow automatically?

Can I send data to MyCase from other systems?

Do I need coding to automate MyCase?

What are common MyCase use cases?

Can I control what data is sent to MyCase?

How do I handle errors in MyCase workflows?

Is MyCase integration secure?