MyCase | Zapier Integration

Save Time with Automated Workflows

MyCase integrates with Zapier, a tool that allows you to connect your software applications to automate your firm workflows. With Zapier’s automation, you can share data, as well as trigger actions and events (create a task when a new case is added, for example) between MyCase and the other software tools you use, or within MyCase itself.


Connect Your Tools to Streamline Workflows

Zapier supports more apps than any other platform, giving your firm the power to set up automations between MyCase and over 5,000 softwares. You can build custom workflows in minutes, freeing up time to focus on more impactful work.

  • Create custom “Zaps” to trigger actions in MyCase or other software
  • Automate creation and updating of clients records, cases, leads, and tasks
MyCase client intake software feature: sync clients to case details

Reduce Opportunities for Errors

When you automate your firm’s busy work, you eliminate the need for redundant, manual data entry which also reduces opportunities for errors, giving everyone more peace of mind and  improving the client experience.

What Is Zapier?

Zapier is an online automation tool that allows users to connect two or more apps to automate repetitive tasks and/or eliminate duplicate data entry by sharing data. Zapier allows customers to integrate a huge variety of other softwares, by setting up custom “Zaps” with the 5,000+ softwares that also integrate with Zapier. With Zapier, you can connect the apps and software your firm already loves, and claim more power from the tools that support your business.