Gmail + MyCase

Send emails in Gmail whenever new or updated leads are added in MyCase

Stay updated with every lead modification in your MyCase app by taking advantage of automation. This workflow initiates when there is any change or addition in the lead details in MyCase and subsequently sends out an email notification through your Gmail. Stay ahead in managing your leads and ensure instant communication with this smooth, efficient process.

Stay updated with every lead modification in your MyCase app by taking advantage of automation. This workflow initiates when there is any change or addition in the lead details in MyCase and subsequently sends out an email notification through your Gmail. Stay ahead in managing your leads and ensure instant communication with this smooth, efficient process.

  1. When this happens...
    MyCaseMyCase
    Lead Added or Updated

    Triggers when a lead has been added/updated.

    TriggerInstant
  2. automatically do this!
    GmailGmail
    Send Email

    Triggers when a new email appears in the specified mailbox.

    ActionWrite
Start free with email
Start free with email
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Supported triggers and actions

What does this mean?
    • ActionRequired

    Trigger
    Instant
    Try It
    • ActionRequired

    Trigger
    Instant
    Try It
    • ActionRequired

    Trigger
    Instant
    Try It
    • NameRequired

    • Case Number

    • Opened Date

    • Case Stage

    • Practice Area

    • Description

    • Sol Date

    • Status

    • Billing Contact

    • People

    • Companies

    • Staff

    Action
    Write
    • ActionRequired

    Trigger
    Instant
    Try It
    • ActionRequired

    Trigger
    Instant
    Try It
    • Called AtRequired

    • Caller Phone NumberRequired

    • MessageRequired

    • ResolvedRequired

    • Call Type

    • Call ForRequired

    • CallerRequired

    Action
    Write
    • MyCase Case To UpdateRequired

    • Name

    • Case Number

    • Opened Date

    • Case Stage

    • Practice Area

    • Description

    • Sol Date

    • Status

    • Billing Contact

    • People

    • Companies

    • Staff

    Action
    Write
gmail logo
gmail logo

About Gmail

One of the most popular email services, Gmail keeps track of all your emails with threaded conversations, tags, and Google-powered search to find any message you need.
Learn moreHelp

Related categories

  • Email
  • Google

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mycase logo
mycase logo

About MyCase

MyCase is legal case management software for unparalleled productivity.
Learn moreHelp

Related categories

  • Productivity