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MyCase Support API: Watch Events, Create a Case

Legal practice management for cases, clients, billing, leads, and law firm workflows. 1 trigger, 13 searches, and 18 actions including Watch Events.

About this integration

Legal practice management for cases, clients, billing, leads, and law firm workflows. Use it from the workflow canvas with no custom glue script required.

This integration exposes 1 trigger, 13 search modules and 18 actions as workflow nodes. Authentication uses oauth authentication. Webhook-based triggers fire instantly without polling.

How to connect

The credential form asks for Client ID and Client Secret.

Prefer the interactive builder form? Open it on the app page.

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

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

Connecting MyCase to 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 it in workflow automation

Start with Watch Events, then add Create a Case.

The canvas below runs Watch Events into Create a Case — watch the video, then drop a node onto the canvas.

Select the Watch Events trigger and the workflow fires automatically when the event occurs — no polling required.

Then add Create a Case as the next node. Branch, filter, or hand off to other integrations from there.

The integration includes 19 ready-made modules for support work — each run logs its inputs and outputs for debugging.

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

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

Triggers, searches and actions

Use the tables below to inspect MyCase's 1 trigger, 13 search modules, and 18 actions.

Triggers

1 trigger fire automatically when specified events occur — no polling or cron job needed.

Watch Events

Searches

Fetch data on demand using 13 search modules that query the app during a run.

Get a Case
Get a Client
Get a Lead
Get an Expense
Get a Note

8more searches

Actions

18 action modules cover the full range of create, update, and delete operations.

Create a Case
Create a Client
Create a Lead
Create an Expense
Create a Note

13more actions

Explore the fields available for each MyCase trigger, search, and action.

Triggers

No fields documented.

Searches

Input fields

Field	Type
Case IDRequired	choice
Client Fields	array
Custom Field Fields	array

Output fields

Field	Type
ID	number
Name	text
Case Number	text
Description	text
Opened Date	text
Closed Date	text
Sol Date	text
Practice Area	text
Case Stage	text
Status	text
Outstanding Balance	number
Billing Contact	object
ID	number
Billing Type	text
Contacts	text
Clients	array
Companies	array
Staff	array
Custom Field Values	array
Office	object
ID	number
Name	text
Fax Phone	text
Main Phone	text
Address	object
Updated At	text
Created At	text
Updated At	date

1other output field

Input fields

Field	Type
Client IDRequired	choice

Output fields

Field	Type
ID	number
Email	text
First Name	text
Middle Initial	text
Middle Name	text
Last Name	text
Address	object
Address 1	text
Address 2	text
City	text
State	text
Zip Code	text
Country	text
Cell Phone Number	text
Work Phone Number	text
Home Phone Number	text
Fax Phone Number	text
Contact Group	text
People Group	object
ID	number
Notes	text
Birthdate	text
Archived	boolean
Cases	array
Custom Field Values	array
Updated At	date
Created At	date

Input fields

Field	Type
Lead IDRequired	choice

Output fields

Field	Type
ID	number
Email	text
First Name	text
Middle Initial	text
Last Name	text
Address	object
Address 1	text
Address 2	text
City	text
State	text
Zip Code	text
Country	text
Cell Phone Number	text
Work Phone Number	text
Home Phone Number	text
Lead Details	text
Birthdate	text
Drivers License Number	text
Drivers License State	text
Status	text
Approved	boolean
Referral Source	text
Referral Source Reference	object
ID	number
Referred By	object
ID	number
Custom Field Values	array
Updated At	date

1other output field

Input fields

Field	Type
Expense IDRequired	choice

Output fields

Field	Type
ID	number
Activity Name	text
Description	text
Billable	boolean
Entry Date	text
Cost	text
Units	text
Case	object
ID	number
Staff	object
ID	number
Invoices	array
Custom Field Values	array
Created At	date
Updated At	date

Input fields

Field	Type
Note IDRequired	number

Output fields

Field	Type
ID	number
Subject	text
Note	text
Archived	boolean
Date	text
Client	object
ID	number
Company	object
ID	number
Case	object
ID	number
Created By	object
ID	number
Updated By	object
ID	number
Created At	date
Updated At	date

Input fields

Field	Type
Filter by Status	choice
Filter by Updated After	date
Field Client	array
Field Custom Field	array
Limit	number

Output fields

Field	Type
ID	number
Name	text
Case Number	text
Description	text
Opened Date	text
Closed Date	text
Sol Date	text
Practice Area	text
Case Stage	text
Status	text
Outstanding Balance	number
Billing Contact	object
ID	number
Billing Type	text
Contacts	text
Clients	array
Companies	array
Staff	array
Custom Field Values	array
Office	object
ID	number
Name	text
Fax Phone	text
Main Phone	text
Address	object
Updated At	text
Created At	text
Updated At	date

1other output field

Input fields

Field	Type
Client IDRequired	choice
Limit	number

Output fields

Field	Type
ID	number
Name	text
Case Number	text
Description	text
Opened Date	text
Closed Date	text
Sol Date	text
Practice Area	text
Case Stage	text
Status	text
Outstanding Balance	number
Billing Contact	object
ID	number
Billing Type	text
Contacts	text
Clients	array
Companies	array
Staff	array
Custom Field Values	array
Office	object
ID	number
Name	text
Fax Phone	text
Main Phone	text
Address	object
Updated At	text
Created At	text
Updated At	date

1other output field

Input fields

Field	Type
Filter by Cell Phone Number	text
Filter by Email	email
Filter by First Name	text
Filter by Home Phone Number	text
Filter by Last Name	text
Filter by Updated After	date
Filter by Work Phone Number	text
Limit	number

Output fields

Field	Type
ID	number
Email	text
First Name	text
Middle Initial	text
Middle Name	text
Last Name	text
Address	object
Address 1	text
Address 2	text
City	text
State	text
Zip Code	text
Country	text
Cell Phone Number	text
Work Phone Number	text
Home Phone Number	text
Fax Phone Number	text
Contact Group	text
People Group	object
ID	number
Notes	text
Birthdate	text
Archived	boolean
Cases	array
Custom Field Values	array
Updated At	date
Created At	date

Input fields

Field	Type
Updated After Filter	date
Limit	number

Output fields

Field	Type
ID	number
Activity Name	text
Description	text
Billable	boolean
Entry Date	text
Cost	text
Units	text
Case	object
ID	number
Staff	object
ID	number
Invoices	array
Custom Field Values	array
Created At	date
Updated At	date

Input fields

Field	Type
Updated After	text
Only Allowed Online Payments	boolean
Limit	number

Output fields

Field	Type
ID	number
Invoice Date	text
Invoice Number	text
Due Date	text
Total Amount	number
Paid Amount	number
Case	object
ID	number
Bank Account	object
Name	text
Account Type	text
View Url	text
Allow Online Payments	boolean
Status	text
Created At	date
Updated At	date

Input fields

Field	Type
First Name Filter	text
Last Name Filter	text
Email Filter	email
Cell Phone Number Filter	text
Home Phone Number Filter	text
Work Phone Number Filter	text
Updated After Filter	date
Limit	number

Output fields

Field	Type
ID	number
Email	text
First Name	text
Middle Initial	text
Last Name	text
Address	object
Address 1	text
Address 2	text
City	text
State	text
Zip Code	text
Country	text
Cell Phone Number	text
Work Phone Number	text
Home Phone Number	text
Lead Details	text
Birthdate	text
Drivers License Number	text
Drivers License State	text
Status	text
Approved	boolean
Referral Source	text
Referral Source Reference	object
ID	number
Referred By	object
ID	number
Custom Field Values	array
Updated At	date

1other output field

Input fields

Field	Type
Case IDRequired	choice
Limit	number

Output fields

Field	Type
ID	number
Subject	text
Note	text
Archived	boolean
Date	text
Client	object
ID	number
Company	object
ID	number
Case	object
ID	number
Created By	object
ID	number
Updated By	object
ID	number
Created At	date
Updated At	date

Input fields

Field	Type
Client IDRequired	choice
Limit	number

Output fields

Field	Type
ID	number
Subject	text
Note	text
Archived	boolean
Date	text
Client	object
ID	number
Company	object
ID	number
Case	object
ID	number
Created By	object
ID	number
Updated By	object
ID	number
Created At	date
Updated At	date

Actions

Input fields

Field	Type
NameRequired	text
Custom Field Values	array
Case Number	text
Opened Date	date
Case Stage	text
Practice Area	text
Description	text
SOL Date	date
Status	choice
Outstanding Balance	number
Billing Contact	object
ID	number
Clients	array
Companies	array
Staff	array

Output fields

Field	Type
ID	number
Name	text
Case Number	text
Description	text
Opened Date	text
Closed Date	text
Sol Date	text
Practice Area	text
Case Stage	text
Status	text
Outstanding Balance	number
Billing Contact	object
ID	number
Billing Type	text
Contacts	text
Clients	array
Companies	array
Staff	array
Custom Field Values	array
Office	object
ID	number
Name	text
Fax Phone	text
Main Phone	text
Address	object
Updated At	text
Created At	text
Updated At	date

1other output field

Input fields

Field	Type
First NameRequired	text
Last NameRequired	text
Custom Field Values	array
Email	email
Middle Name	text
Address	object
Address Line 1	text
Address Line 2	text
City	text
State	text
Zip Code	text
Country	text
Cell Phone Number	text
Work Phone Number	text
Home Phone Number	text
Fax Phone Number	text
Birthdate	date
Notes	text
People Group	object
ID	choice
Cases	array

Output fields

Field	Type
ID	number
Email	text
First Name	text
Middle Initial	text
Middle Name	text
Last Name	text
Address	object
Address 1	text
Address 2	text
City	text
State	text
Zip Code	text
Country	text
Cell Phone Number	text
Work Phone Number	text
Home Phone Number	text
Fax Phone Number	text
Contact Group	text
People Group	object
ID	number
Notes	text
Birthdate	text
Archived	boolean
Cases	array
Custom Field Values	array
Updated At	date
Created At	date

Input fields

Field	Type
First NameRequired	text
Last NameRequired	text
Custom Field Values	array
Email	email
Middle Initial	text
Address	object
Address 1	text
Address 2	text
City	text
State	text
Zip Code	text
Country	text
Cell Phone Number	text
Work Phone Number	text
Home Phone Number	text
Lead Details	text
Birthdate	date
Driver's License Number	text
Driver's License State	text
Referral Source Reference	object
ID	choice
Referred By	object
ID	number

Output fields

Field	Type
ID	number
Email	text
First Name	text
Middle Initial	text
Last Name	text
Address	object
Address 1	text
Address 2	text
City	text
State	text
Zip Code	text
Country	text
Cell Phone Number	text
Work Phone Number	text
Home Phone Number	text
Lead Details	text
Birthdate	text
Drivers License Number	text
Drivers License State	text
Status	text
Approved	boolean
Referral Source	text
Referral Source Reference	object
ID	number
Referred By	object
ID	number
Custom Field Values	array
Updated At	date

1other output field

Input fields

Field	Type
Activity NameRequired	text
BillableRequired	boolean
Entry DateRequired	date
CostRequired	number
UnitsRequired	number
CaseRequired	object
IDRequired	choice
Staff	object
ID	choice
Description	text

Output fields

Field	Type
ID	number
Activity Name	text
Description	text
Billable	boolean
Entry Date	text
Cost	text
Units	text
Case	object
ID	number
Staff	object
ID	number
Invoices	array
Custom Field Values	array
Created At	date
Updated At	date

Input fields

Field	Type
Client IDRequired	choice
SubjectRequired	text
NoteRequired	text
DateRequired	date

Output fields

Field	Type
ID	number
Subject	text
Note	text
Archived	boolean
Date	text
Client	object
ID	number
Company	object
ID	number
Case	object
ID	number
Created By	object
ID	number
Updated By	object
ID	number
Created At	date
Updated At	date

Input fields

Field	Type
Case IDRequired	choice
SubjectRequired	text
NoteRequired	text
DateRequired	date

Output fields

Field	Type
ID	number
Subject	text
Note	text
Archived	boolean
Date	text
Client	object
ID	number
Company	object
ID	number
Case	object
ID	number
Created By	object
ID	number
Updated By	object
ID	number
Created At	date
Updated At	date

Input fields

Field	Type
Company IDRequired	choice
SubjectRequired	text
NoteRequired	text
DateRequired	date

Output fields

Field	Type
ID	number
Subject	text
Note	text
Archived	boolean
Date	text
Client	object
ID	number
Company	object
ID	number
Case	object
ID	number
Created By	object
ID	number
Updated By	object
ID	number
Created At	date
Updated At	date

Input fields

Field	Type
Case IDRequired	choice

Input fields

Field	Type
Client IDRequired	choice

Input fields

Field	Type
Expense IDRequired	choice

Input fields

Field	Type
Invoice IDRequired	choice

Input fields

Field	Type
Note IDRequired	number

Input fields

Field	Type
URLRequired	text
MethodRequired	choice
Headers	array
Header	object
Query String	array
Parameter	object
Body	text

Output fields

Field	Type
Body	text
Headers	object
Status code	number

Input fields

Field	Type
AmountRequired	number
DateRequired	date
Notes	text

Output fields

Field	Type
ID	number
Amount	number
Notes	text
Date	text
Invoice	object
ID	number
Status	text
Transaction Type	text
Case	object
ID	number
Account Name	text
Attorney	object
ID	number
Client	object
ID	number
Invoice Number	text
Created At	date
Updated At	date

Input fields

Field	Type
Case ID	choice
NameRequired	text
Custom Field Values	array
Case Number	text
Opened Date	date
Case Stage	text
Practice Area	text
Description	text
SOL Date	date
Status	choice
Outstanding Balance	number
Billing Contact	object
ID	number
Clients	array
Companies	array
Staff	array

Input fields

Field	Type
Client ID	choice
First NameRequired	text
Last NameRequired	text
Custom Field Values	array
Email	email
Middle Name	text
Address	object
Address Line 1	text
Address Line 2	text
City	text
State	text
Zip Code	text
Country	text
Cell Phone Number	text
Work Phone Number	text
Home Phone Number	text
Fax Phone Number	text
Birthdate	date
Notes	text
People Group	object
ID	choice
Cases	array

Input fields

Field	Type
Lead IDRequired	choice
First NameRequired	text
Last NameRequired	text
Custom Field Values	array
Email	email
Middle Initial	text
Address	object
Address 1	text
Address 2	text
City	text
State	text
Zip Code	text
Country	text
Cell Phone Number	text
Work Phone Number	text
Home Phone Number	text
Lead Details	text
Birthdate	date
Driver's License Number	text
Driver's License State	text
Referral Source Reference	object
ID	choice
Referred By	object
ID	number

Input fields

Field	Type
Note ID	number
SubjectRequired	text
NoteRequired	text
DateRequired	date