MyCase + OneDrive

Create folders in OneDrive for newly added or updated cases in MyCase

Stay organized and efficient with this workflow. When a new or amended case is recorded in MyCase, a corresponding folder is instantly created in OneDrive. This process not only helps to keep your case files streamlined, but it also saves you time and minimizes the risk of manual errors. Simplify case management with this automated solution for easy file organization.

Stay organized and efficient with this workflow. When a new or amended case is recorded in MyCase, a corresponding folder is instantly created in OneDrive. This process not only helps to keep your case files streamlined, but it also saves you time and minimizes the risk of manual errors. Simplify case management with this automated solution for easy file organization.

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

    Triggers when a case has been added/updated.

    TriggerInstant
  2. automatically do this!
    OneDriveOneDrive
    Create Folder

    Creates a new folder.

    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
mycase logo
mycase logo

About MyCase

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

Related categories

  • Productivity
onedrive logo
onedrive logo

About OneDrive

OneDrive, Microsoft's file sync app formerly known as SkyDrive, lets you store your files online, edit Office documents in the free Office Web Apps, and easily access your online files from your PC.
Learn moreHelp

Related categories

  • File Management & Storage
  • Microsoft

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