Google Sheets + MyCase

Update Google Sheets rows for each new or updated event in MyCase

Keep your spreadsheet up-to-date whenever there's a change in the status of your events in MyCase. With this workflow, every time an event is added or updated in MyCase, a corresponding row is instantly created in Google Sheets. It's an excellent solution for those who want to maintain comprehensive records in an organized manner, without the need for manual entry. Save time and ensure accuracy with this efficient automation sequence.

Keep your spreadsheet up-to-date whenever there's a change in the status of your events in MyCase. With this workflow, every time an event is added or updated in MyCase, a corresponding row is instantly created in Google Sheets. It's an excellent solution for those who want to maintain comprehensive records in an organized manner, without the need for manual entry. Save time and ensure accuracy with this efficient automation sequence.

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

    Triggers when an event has been added/updated.

    TriggerInstant
  2. automatically do this!
    Google SheetsGoogle Sheets
    Create Spreadsheet Row

    Create a new row in a specific spreadsheet.

    ActionWrite
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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
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google-sheets logo

About Google Sheets

Create, edit, and share spreadsheets wherever you are with Google Sheets, and get automated insights from your data.
Learn moreHelp

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  • Google
  • Spreadsheets

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mycase logo

About MyCase

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

Related categories

  • Productivity