MyCase

Legal practice management for cases, clients, billing, leads, and law firm workflows.

1 trigger13 searches18 actionsInstant (webhooks)Auth: OAuth

AI-assisted documentation16 min read

This documentation is compiled from our integration source code, internal specs for MyCase, its official API documentation and anonymized requests logs we collect from our support team[2].

Open MyCase on WEXTL →

Requirements

To use MyCase on WEXTL you need an active account and OAuth client credentials, granted by signing in with your account.[3]

Get your MyCase credentials

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

Client IDtextRequired
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.
[1]
Client SecretpasswordRequired

Connect MyCase in WEXTL

Log in to your WEXTL account, add the MyCase node module to your workflow, and click Create new credential.
Instant triggers use webhooks — click Create a webhook first when adding one, then create the credential.
Optional: In the Credential name field, enter a name for the credential.
Enter the authentication credentials you copied from your MyCase account, or follow the on-screen instructions to create the credential.
If prompted, authenticate your account and confirm access.
If you want to make changes to your credential in the future, follow the steps in Manage credentials →

Connecting MyCase to WEXTL® — Video slide demonstrates how to integrate MyCase in the WEXTL visual workflow builder.[4]

Video slide demonstrates how to integrate MyCase in the WEXTL visual workflow builder.[4]

Notes

Credentials are org-scoped; share them with teammates from the Credentials picker on any of its nodes.For detailed information on connecting an application, see Connect an application →

MyCase node modules

The list below is a reference of every MyCase node module the integration supports. You will be able to pick any of them on the workflow canvas while building automations.

Open any MyCase node module below to inspect its input parameters, outputs, and connection requirements.

Watch EventsTrigger

No fields documented.

Get a CaseAction

Input fields[3]

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

Output fields[3]

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

Get a ClientAction

Input fields[3]

Field	Type
Client IDRequired	choice

Output fields[3]

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

Get a LeadAction

Input fields[3]

Field	Type
Lead IDRequired	choice

Output fields[3]

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

Get a NoteAction

Input fields[3]

Field	Type
Note IDRequired	number

Output fields[3]

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

Get an ExpenseAction

Input fields[3]

Field	Type
Expense IDRequired	choice

Output fields[3]

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

List CasesSearch

Input fields[3]

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

Output fields[3]

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

List Cases for a ClientSearch

Input fields[3]

Field	Type
Client IDRequired	choice
Limit	number

Output fields[3]

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

List ClientsSearch

Input fields[3]

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[3]

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

List ExpensesSearch

Input fields[3]

Field	Type
Updated After Filter	date
Limit	number

Output fields[3]

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

List InvoicesSearch

Input fields[3]

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

Output fields[3]

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

List LeadsSearch

Input fields[3]

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[3]

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

List Notes for a CaseSearch

Input fields[3]

Field	Type
Case IDRequired	choice
Limit	number

Output fields[3]

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

List Notes for a ClientSearch

Input fields[3]

Field	Type
Client IDRequired	choice
Limit	number

Output fields[3]

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

Create a CaseAction

Input fields[3]

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[3]

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

Create a ClientAction

Input fields[3]

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[3]

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

Create a LeadAction

Input fields[3]

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[3]

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

Create a NoteAction

Input fields[3]

Field	Type
Client IDRequired	choice
SubjectRequired	text
NoteRequired	text
DateRequired	date

Output fields[3]

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

Create a Note for a CaseAction

Input fields[3]

Field	Type
Case IDRequired	choice
SubjectRequired	text
NoteRequired	text
DateRequired	date

Output fields[3]

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

Create a Note for a CompanyAction

Input fields[3]

Field	Type
Company IDRequired	choice
SubjectRequired	text
NoteRequired	text
DateRequired	date

Output fields[3]

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

Create an ExpenseAction

Input fields[3]

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[3]

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

Delete a CaseAction

Input fields[3]

Field	Type
Case IDRequired	choice

Delete a ClientAction

Input fields[3]

Field	Type
Client IDRequired	choice

Delete a NoteAction

Input fields[3]

Field	Type
Note IDRequired	number

Delete an ExpenseAction

Input fields[3]

Field	Type
Expense IDRequired	choice

Delete an InvoiceAction

Input fields[3]

Field	Type
Invoice IDRequired	choice

Make an API Calluniversal

Input fields[3]

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

Output fields[3]

Field	Type
Body	text
Headers	object
Status code	number

Record a Payment on an InvoiceAction

Input fields[3]

Field	Type
AmountRequired	number
DateRequired	date
Notes	text

Output fields[3]

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

Update a CaseAction

Input fields[3]

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

Update a ClientAction

Input fields[3]

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

Update a LeadAction

Input fields[3]

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

Update a NoteAction

Input fields[3]

Field	Type
Note ID	number
SubjectRequired	text
NoteRequired	text
DateRequired	date

Templates

Look for MyCase templates in the WEXTL template library.

Browse templates →

Explore alternative apps

More apps in Support category →

References

WEXTL® MyCase Source Code connector implementation.
Our users use cases and automations.
Official API Documentation for MyCase.
WEXTL® visual workflow builder data.

Last updated: Jul 24, 2026 18:12

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