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Quickly connect Google Drive to MyCase with a Zapier template.

Our most popular template

Create folders in Google Drive for new or updated cases in MyCase
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MyCase + Google Drive
Create folders in Google Drive for new or updated cases in MyCase
Details
Try it
MyCase + Google Drive

Create folders in Google Drive for new or updated cases in MyCase

Details

Try it

MyCase + Google Drive

Create folders in Google Drive for new or updated cases in MyCase

Details

Try it

MyCase + Google Drive

How Zapier works

Zapier makes it easy to integrate Google Drive with MyCase - no code necessary. See how you can get setup in minutes.

Select a trigger from Google Drive

A trigger is an event that starts your Zap and runs the workflow. For example, with Google Drive, a trigger could be "New File."

A trigger is the event that kicks off your automated workflow.

Setup an action from MyCase

An action is what takes place after the automation is triggered. For example, with MyCase, the action could be "Create Call."

An action is the event that your automated workflow performs when triggered.

That’s it! You just connected Google Drive to MyCase

With Zapier, it’s never been easier to connect your apps together and automate your most tedious work. Save hours every month.

Triggers and actions are the main components of every automated workflow.

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Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Make work flow with AI

Level up your Google Drive to MyCase integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

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Frequently Asked Questions about Google Drive + MyCase integrations

New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Google Drive and MyCase

How can I link my Google Drive account to MyCase?

To link Google Drive to MyCase, you'll need to use our integration platform where you can authorize your Google Drive account. This process involves signing in with your Google credentials and granting access. Once done, you can set up specific actions like saving documents or client letters directly from MyCase into your designated Google Drive folders.

What are the main triggers available when integrating Google Drive with MyCase?

The main triggers available include file uploads, updates, and organization changes within specific folders in Google Drive. When a new file is added or an existing one is modified, these changes can automatically reflect within MyCase, enabling seamless document management.

Can I customize the actions that occur when a trigger in Google Drive happens?

Yes, you can customize the actions to suit your workflow. For example, whenever a trigger like 'new file uploaded' occurs in a specific folder on Google Drive, you can set up automated actions such as creating a new task or updating a case record in MyCase.

Is it possible to store all my case-related documents from MyCase into a structured folder system on Google Drive?

Absolutely. You can structure your integration so that all case-related documents are automatically saved into designated folders on Google Drive. You might prefer organizing them by client name or case ID for easy retrieval and reference.

What should I do if my files aren't syncing between MyCase and Google Drive as expected?

If files aren't syncing properly, we recommend checking the integration setup first for any errors or misconfigurations. Ensure that all required permissions were granted during setup and verify that the correct triggers and actions were specified. Also, check for any network connectivity issues that might affect synchronization.

Are there any limitations on file types or sizes when integrating MyCase with Google Drive?

Generally, most common file types like PDFs, Word documents, and images will sync seamlessly between MyCase and Google Drive. However, very large files might face size restrictions imposed by either platform's upload limits. It's advisable to keep individual files within reasonable size limits for optimal performance.

How frequently does the synchronization occur between MyCase and Google Drive upon setting up integration?

The synchronization frequency depends on how the integration is configured. Generally, it attempts near real-time syncing; however, under certain conditions such as high activity loads or network constraints, there might be minor delays. Adjustments in settings might be needed if immediate updates are crucial for your processes.

Connect Google Drive and MyCase to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

An illustration representing how to automate lead management with Zapier.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

An illustration representing how to measure campaign impact with Zapier.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

An illustration representing how to automate customer support with Zapier.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

An illustration representing how to move and manage data with Zapier.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

An illustration of a flow chart representing how to resolve tickets and incidents with Zapier.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

- Drive
Trigger
Polling
Try It
- Drive
- Folder
Trigger
Polling
Try It
- File
  Required
- Convert to Document?
- File Name
- Drive
- Folder
Action
Write
- Drive
- Folder
- Folder Name
  Required
Action
Write
- Drive
- Folder
- Folder Name
  Required
- File
  Required
- Convert to Document?
Action
Write

- Drive
- File_id
  Required
- Sharing Preference
  Required
- Organization Domain
Action
Write
- Drive
- Folder
- File
  Required
- File Name
- Rename Folder?
- Extension_copy
Action
Write

Retrieve Files from Google Drive
This action sends a GET request to the Google Drive API to retrieve a list of files based on specific query parameters.
Action
Write
- Drive
- File or Folder ID
  Required
Action
Search
- Info
- Folder Name
  Required
- Search_type
- Drive
- Folder
- File_types
- Maximum Number of Results
Action
Search
- Folder Name
  Required
- Search_type
- Drive
- Folder
- File_types
- File
  Required
- Convert to Document?
- File Name
- File Extension
- Idempotency_key
Action
Search or write
- Action
  Required
Trigger
Instant
Try It
- Action
  Required
Trigger
Instant
Try It
- Action
  Required
Trigger
Instant
Try It
- File Name
  Required
- Case_number
- Opened_date
- Case Stage
- Practice Area
- Description
- Sol_date
- Status
- Billing_contact
- People
- Companies
- Staff
Action
Write
- File Name
  Required
Action
Write
- File or Folder ID
  Required
- Email
- File Name
  Required
- Website
- Line 1
- Line 2
- City
- State
- ZIP Code
- Country
- Main_phone_number
- Fax_phone_number
- Notes
- Cases
- People
Action
Write
- Type
  Required
- File Name
  Required
- Path
  Required
- Document
  Required
- Description
- Assigned_date
Action
Write
- Activity_name
  Required
- Description
- Entry_date
  Required
- Billable
  Required
- Cost
  Required
- Units
  Required
- Case
- Staff
Action
Write
- File Name
  Required
- Address Line 1
- Address Line 2
- City
- State
- Zip Code
- Country
Action
Write
- File or Folder ID
  Required
- Email
- First_name
  Required
- Middle_name
- Last_name
  Required
- Line 1
- Line 2
- City
- State
- ZIP Code
- Country
- Cell_phone_number
- Work_phone_number
- Home_phone_number
- Notes
- Birthdate
- Cases
Action
Write
- File Name
  Required
Action
Write
- File Name
  Required
- Description
- Priority
- Due_date
- Completed
- Case
- Staff
Action
Write
- Api_docs_info
- Apply standard error handling?
  Required
- HTTP Method
  Required
- URL
  Required
- Query String Parameters
- Additional Request Headers
- Body
Action
Write
- Type
  Required
- Search Value
  Required
Action
Search
- Type
  Required
- Search Value
  Required
Action
Search
- Type
  Required
- Search Value
  Required
Action
Search
- Type
  Required
- Search Value
  Required
Action
Search
- Type
  Required
- Search Value
  Required
- File Name
  Required
- Case_number
- Opened_date
- Case Stage
- Practice Area
- Description
- Sol_date
- Status
- Billing_contact
- People
- Companies
- Staff
Action
Search or write
- Type
  Required
- Search Value
  Required
- Email
- File Name
  Required
- Website
- Line 1
- Line 2
- City
- State
- ZIP Code
- Country
- Main_phone_number
- Fax_phone_number
- Notes
- Cases
- People
Action
Search or write
- Type
  Required
- Search Value
  Required
- Email
- First_name
  Required
- Middle_name
- Last_name
  Required
- Line 1
- Line 2
- City
- State
- ZIP Code
- Country
- Cell_phone_number
- Work_phone_number
- Home_phone_number
- Notes
- Birthdate
- Cases
Action
Search or write
- Type
  Required
- Search Value
  Required
- File Name
  Required
Action
Search or write

- Drive
- Folder
- Include Deleted Files?
Trigger
Polling
Try It
- Drive
- Folder
- Include_deleted
Trigger
Polling
Try It
- Drive
- Folder
- File
  Required
- Convert to Document?
- File Name
- File Extension
- Idempotency_key
Action
Write
- File
  Required
- Drive
- Folder
Action
Write
- Drive
- Folder
- File to Replace
  Required
- File
  Required
- Convert to Document?
- File Name
- File Extension
- Idempotency_key
Action
Write
- File
  Required
- Drive
- Folder
Action
Write
- Api_docs_info
- Apply standard error handling?
  Required
- HTTP Method
  Required
- URL
  Required
- Query String Parameters
- Additional Request Headers
- Body
Action
Write
Delete File
This action will delete a file in Google Drive. You will need to provide the file ID.
Action
Write
- Folder Name
  Required
- Search_type
- Drive
- Folder
- File_types
Action
Search
- Folder Name
  Required
- Search_type
- Drive
- Folder
Action
Search
- Folder Name
  Required
- Search_type
- Drive
- Folder
Action
Search or write
- Action
  Required
Trigger
Instant
Try It
- Action
  Required
Trigger
Instant
Try It
- Called_at
  Required
- Caller_phone_number
  Required
- Message
  Required
- Resolved
  Required
- Call_type
- Call_for
  Required
- Caller
  Required
Action
Write
- File or Folder ID
  Required
- File Name
  Required
- Case_number
- Opened_date
- Case Stage
- Practice Area
- Description
- Sol_date
- Status
- Billing_contact
- People
- Companies
- Staff
Action
Write
- Email
- File Name
  Required
- Website
- Line 1
- Line 2
- City
- State
- ZIP Code
- Country
- Main_phone_number
- Fax_phone_number
- Notes
- Cases
- People
Action
Write
- File Name
  Required
- Parent_type
  Required
- Field_type
  Required
Action
Write
- File Name
  Required
- Description
- Start
  Required
- End
  Required
- All_day
- Private
- Location
- Case
- Required_staff
  Required
- Optional_staff
Action
Write
- Email
- First_name
  Required
- Middle_initial
- Last_name
  Required
- Line 1
- Line 2
- City
- State
- ZIP Code
- Country
- Cell_phone_number
- Work_phone_number
- Home_phone_number
- Lead_details
- Birthdate
- Drivers_license_number
- Drivers_license_state
- Referral_source_reference
- Referred_by
Action
Write
- Type
  Required
- Subject
  Required
- Note
  Required
- Date
  Required
Action
Write
- Email
- First_name
  Required
- Middle_name
- Last_name
  Required
- Line 1
- Line 2
- City
- State
- ZIP Code
- Country
- Cell_phone_number
- Work_phone_number
- Home_phone_number
- Notes
- Birthdate
- Cases
Action
Write
- File Name
  Required
Action
Write
- Activity_name
  Required
- Description
- Entry_date
  Required
- Billable
  Required
- Flat_fee
- Rate
  Required
- Hours
  Required
- Case
- Staff
Action
Write
- Type
  Required
- Search Value
  Required
Action
Search
- Type
  Required
- Search Value
  Required
Action
Search
- Type
  Required
- Search Value
  Required
Action
Search
- Type
  Required
- Search Value
  Required
Action
Search
- Type
  Required
- Search Value
  Required
Action
Search
- Type
  Required
- Search Value
  Required
- File Name
  Required
Action
Search or write
- Type
  Required
- Search Value
  Required
- File Name
  Required
- Address Line 1
- Address Line 2
- City
- State
- Zip Code
- Country
Action
Search or write
- Type
  Required
- Search Value
  Required
- File Name
  Required
Action
Search or write

Learn how to automate Google Drive on the Zapier blog

About Google Drive

Google Drive is Google's file sync app that lets you store all of your files online alongside your Google Docs documents, and keep them synced with all of your devices.