Motion + MyCase

Create tasks in Motion when new or updated persons get added in MyCase

Manage your workload efficiently with this automation. Whenever there's a new or updated person in your MyCase app, it creates a related task in the Motion app for you. This way, it ensures you never miss out on any important task related to the added or updated contacts. Enhance your productivity and stay organized with this simple workflow.

Manage your workload efficiently with this automation. Whenever there's a new or updated person in your MyCase app, it creates a related task in the Motion app for you. This way, it ensures you never miss out on any important task related to the added or updated contacts. Enhance your productivity and stay organized with this simple workflow.

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

    Triggers when a person has been added/updated.

    TriggerInstant
  2. automatically do this!
    MotionMotion
    Create Task

    Creates a new Motion Task

    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
motion logo
motion logo

About Motion

Motion uses artificial intelligence to optimize your and your team’s day. It automatically prioritizes tasks, schedules meetings & resolves calendar conflicts.
Learn moreHelp

Related categories

  • Project Management
mycase logo
mycase logo

About MyCase

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

Related categories

  • Productivity