Google Drive + MyCase

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

Stay organized and efficient as you manage your caseload with MyCase and Google Drive. This workflow springs into action when a case is added or updated in MyCase, creating a corresponding folder in Google Drive. This ensures all case-related materials have a dedicated location, improving your document management and streamlining your workflow.

Stay organized and efficient as you manage your caseload with MyCase and Google Drive. This workflow springs into action when a case is added or updated in MyCase, creating a corresponding folder in Google Drive. This ensures all case-related materials have a dedicated location, improving your document management and streamlining your workflow.

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

    Triggers when a case has been added/updated.

    TriggerInstant
  2. automatically do this!
    Google DriveGoogle Drive
    Create Folder

    Triggers when a new folder is added directly to a specific folder (but not its subfolders).

    ActionWrite
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Supported triggers and actions

    • 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
google-drive logo
google-drive logo

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.
Learn more

Related categories

  • File Management & Storage
  • Google

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mycase logo

About MyCase

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

Related categories

  • Productivity