Google Sheets + MyCase

Add or update MyCase cases and create corresponding rows in Google Sheets

Keep your case records in order without lifting a finger with this efficient workflow. Whenever a new case is added or an existing one is updated in MyCase, a corresponding row is created in Google Sheets. This ensures your spreadsheet holds the most up-to-date information, contributing to smoother case management and organization. Take advantage of this automation to save time and improve accuracy in your legal practices.

Keep your case records in order without lifting a finger with this efficient workflow. Whenever a new case is added or an existing one is updated in MyCase, a corresponding row is created in Google Sheets. This ensures your spreadsheet holds the most up-to-date information, contributing to smoother case management and organization. Take advantage of this automation to save time and improve accuracy in your legal practices.

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

    Triggers when a case 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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About MyCase

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

Related categories

  • Productivity