MyCase

Trigger

Create a request filter that will invoke any of the actions below when an API request matches the filter criteria.

Actions

Any of the actions listed below can be triggered when a new request matches one of your request filters. These actions can also be incorporated into multi-step workflows, enabling the development of robust logic to fulfill your business requirements.

API Request

Makes a raw HTTP request to the MyCase API

Create Call

Creates a new call in the call log in MyCase

Create Case

Creates a new case in MyCase

Create Case Stage

Creates a new case stage in MyCase

Create Company

Creates a new company in MyCase

Create Custom Field

Creates a new custom field in MyCase

Create Document

Creates a new document in MyCase

Create Event

Creates a new event in MyCase

Create Expense

Creates a new expense in MyCase

Create Lead

Creates a new lead in MyCase

Create Location

Creates a new location in MyCase

Create Note

Creates a new note for a case, client, or company in MyCase

Create Person (Client)

Creates a new individual client (person) in MyCase

Create Practice Area

Creates a new practice area in MyCase

Create Referral Source

Creates a new referral source in MyCase

Create Task

Creates a new task in MyCase

Create Time Entry

Creates a new time entry in MyCase

Find Call

Searches for calls with optional filters

Find Case

Searches for cases with optional filters

Find Case Stage

Searches for case stages with optional filters

Find Company

Searches for companies with optional filters

Find Location

Searches for locations with optional filters

Find People Group

Searches for people groups with optional filters

Find Person (Client)

Searches for clients (people) with optional filters

Find Practice Area

Searches for practice areas with optional filters

Find Referral Source

Searches for referral sources with optional filters

Find Staff

Searches for staff members with optional filters

Find or Create Case

Finds a case by name or creates a new one if it does not exist

Find or Create Case Stage

Finds a case stage by name or creates a new one if it does not exist

Find or Create Company

Finds a company by name or creates a new one if it does not exist

Find or Create Location

Finds a location by name or creates a new one if it does not exist

Find or Create Person (Client)

Finds a person by first and last name or creates a new one if not found

Find or Create Practice Area

Finds a practice area by name or creates a new one if it does not exist

Find or Create Referral Source

Finds a referral source by name or creates a new one if it does not exist

Update Case

Updates an existing case in MyCase

Update Company

Updates an existing company in MyCase

Update Person (Client)

Updates an existing individual client (person) in MyCase