Automate legal case management workflows with MyCase. Create and manage cases, clients, companies, events, tasks, time entries, documents, and more. Get notified when cases, events, people, companies, or leads are added or updated.
MyCase currently provides 5 triggers that can start a workflow and 37 actions a workflow can run. Use those building blocks to move information into the same workspace as the people, records, and next steps it affects.
Case Added or Updated
Triggers when a case has been added or updated
Event Added or Updated
Triggers when an event has been added or updated
Person Added or Updated
Triggers when a person has been added or updated
Company Added or Updated
Triggers when a company has been added or updated
Lead Added or Updated
Triggers when a lead has been added or updated
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
Create Call
Creates a new call in the call log in MyCase
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
API Request
Makes a raw HTTP request to the MyCase API
Find Case
Searches for cases with optional filters
Find Call
Searches for calls 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
These recipes are generated from the triggers, actions, and categories currently available for this piece. Use them as starting points, then choose the exact fields, conditions, and records your workflow should update.
Start from a supported MyCase event, then create or update the appropriate CRM, project, or custom record with the source context preserved.
Starts with
Case Added or Updated
Finishes with
Create or update a Coherence record
Use a change in Coherence to run a supported MyCase action, so the next step follows the record instead of relying on someone to copy it.
Starts with
A Coherence record or workflow changes
Finishes with
Create Case
Combine MyCase with another integration and Coherence records to move information into the same workspace as the people, records, and next steps it affects.
Starts with
Case Added or Updated
Finishes with
Create Case, then preserve the outcome in Coherence
The exact authentication fields depend on MyCase. The workflow structure stays straightforward:
Authorize the MyCase account and permissions the workflow needs.
Select one of the current triggers or actions listed above and map its fields.
Run a small test, inspect the result in both systems, and only then enable the workflow.
Explore apps that share a category with MyCase or provide a complementary trigger or action.
MyCase currently provides 5 triggers that can start a workflow and 37 actions a workflow can run. Use those building blocks to move information into the same workspace as the people, records, and next steps it affects.
MyCase currently lists 5 triggers and 37 actions in the integration catalog. The supported list is refreshed from the pieces available in Coherence, so review the capability names on this page before building a workflow.
Yes. A workflow can combine supported MyCase triggers or actions with Coherence records and other available integrations. The exact flow depends on the authentication, permissions, triggers, and actions exposed by each connected app.
The listed triggers and actions are designed for visual workflows. If the pre-built integration does not expose a capability you need, HTTP and webhook steps can cover APIs that your team is authorized to use.
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