Gmail + MyCase

Create drafts in Gmail when new or updated cases are added in MyCase

Streamline your workflow between MyCase and Gmail with this efficient set-up. Each time a case is added or updated in MyCase, a draft is swiftly created in Gmail. This hassle-free automation ensures you never miss case updates, thereby increasing your email organization and productivity with each update in your MyCase application.

Streamline your workflow between MyCase and Gmail with this efficient set-up. Each time a case is added or updated in MyCase, a draft is swiftly created in Gmail. This hassle-free automation ensures you never miss case updates, thereby increasing your email organization and productivity with each update in your MyCase application.

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

    Triggers when a case has been added/updated.

    TriggerInstant
  2. automatically do this!
    GmailGmail
    Create Draft

    Create a draft email message.

    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

About MyCase

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

Related categories

  • Productivity