Connect Planning Pod to MyCase and automate any workflow
![Planning Pod](https://zapier-images.imgix.net/storage/developer_cli/9a8b32102d0fb79a7ae8f5c2a4c05394.png?auto=format&ixlib=react-9.8.1&q=50&fit=crop&h=30&w=30)
![Planning Pod](https://zapier-images.imgix.net/storage/developer_cli/9a8b32102d0fb79a7ae8f5c2a4c05394.png?auto=format&ixlib=react-9.8.1&q=50&fit=crop&h=60&w=60)
![MyCase](https://zapier-images.imgix.net/storage/developer_cli/ead76854bcbe2eb98e3f0627d72c1303.png?auto=format&ixlib=react-9.8.1&q=50&fit=crop&h=30&w=30)
![MyCase](https://zapier-images.imgix.net/storage/developer_cli/ead76854bcbe2eb98e3f0627d72c1303.png?auto=format&ixlib=react-9.8.1&q=50&fit=crop&h=60&w=60)
Top companies trust Zapier to automate work that solves their unique business problems—no coding required.
How Zapier works
Zapier makes it easy to integrate Planning Pod with MyCase - no code necessary. See how you can get setup in minutes.
Select a trigger from Planning Pod
![A trigger is the event that kicks off your automated workflow.](https://res.cloudinary.com/zapier-media/image/upload/q_auto,f_auto/v1703713159/App%20Directory/2S%20Page/First_content_row_mqocjq.png)
Setup an action from MyCase
![An action is the event that your automated workflow performs when triggered.](https://res.cloudinary.com/zapier-media/image/upload/q_auto,f_auto/v1703713241/App%20Directory/2S%20Page/Second_content_row_majysk.png)
That’s it! You just connected Planning Pod to MyCase
![Triggers and actions are the main components of every automated workflow.](https://res.cloudinary.com/zapier-media/image/upload/q_auto,f_auto/v1703713241/App%20Directory/2S%20Page/Third_content_row_nghpr1.png)
Connect Planning Pod and MyCase to integrate crucial parts of your business
With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.
Automate your lead management and improve conversions
![An illustration representing how to automate lead management with Zapier.](https://res.cloudinary.com/zapier-media/image/upload/q_auto,f_auto/v1703713466/App%20Directory/2S%20Page/First_option_apbx4e.png)
Connect Planning Pod and MyCase to unlock the power of automation
With Zapier's 7,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- New Appointment
Triggers when a new appointment is created in the calendar.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - New Contact
Triggers when a new contact is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - New Deposit
Triggers when a new deposit is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - New Invoice Payment
Triggers when a new payment is created for an invoice.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - New Lead
Triggers when a new lead is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - New Proposal
Triggers when a new proposal has been created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - New To-Do
Triggers when a new to-do is created in an event.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - Event Name (Tentative)Required
- First NameRequired
- Last NameRequired
- EmailRequired
- Event Start Date (Tentative)Required
- Event End Date (Tentative)
- Event Budget (Tentative)
- Prefix
- Suffix
- Title
- Company
- Phone
- Street
- Apt/Suite
- City
- State
- Zipcode
- Country
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Called_atRequired
- Caller_phone_numberRequired
- MessageRequired
- ResolvedRequired
- Call_type
- Call_forRequired
- CallerRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- MyCase Case To UpdateRequired
- Event Name (Tentative)Required
- Case_number
- Opened_date
- Case Stage
- Practice Area
- Description
- Sol_date
- Status
- Billing_contact
- People
- Companies
- Staff
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- EmailRequired
- Event Name (Tentative)Required
- Website
- Line 1
- Line 2
- City
- State
- ZIP Code
- Country
- Main_phone_number
- Fax_phone_number
- Notes
- Cases
- People
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Event Name (Tentative)Required
- Parent_typeRequired
- Field_typeRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Event Name (Tentative)Required
- Description
- StartRequired
- EndRequired
- All_day
- Private
- Location
- Case
- Required_staffRequired
- Optional_staff
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- EmailRequired
- First_nameRequired
- Middle_initial
- Last_nameRequired
- Line 1
- Line 2
- City
- State
- ZIP Code
- Country
- Cell_phone_number
- Work_phone_number
- Home_phone_number
- Lead_details
- Birthdate
- Drivers_license_number
- Drivers_license_state
- Referral_source_reference
- Referred_by
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- TypeRequired
- SubjectRequired
- NoteRequired
- Event Start Date (Tentative)Required
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- EmailRequired
- First_nameRequired
- Middle_name
- Last_nameRequired
- Line 1
- Line 2
- City
- State
- ZIP Code
- Country
- Cell_phone_number
- Work_phone_number
- Home_phone_number
- Notes
- Birthdate
- Cases
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Event Name (Tentative)Required
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Activity_nameRequired
- Description
- Entry_dateRequired
- BillableRequired
- Flat_fee
- RateRequired
- HoursRequired
- Case
- Staff
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- TypeRequired
- Search ValueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- TypeRequired
- Search ValueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- TypeRequired
- Search ValueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- TypeRequired
- Search ValueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- TypeRequired
- Search ValueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- TypeRequired
- Search ValueRequired
- Event Name (Tentative)Required
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- TypeRequired
- Search ValueRequired
- Event Name (Tentative)Required
- Address Line 1
- Address Line 2
- City
- State
- Zip Code
- Country
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- TypeRequired
- Search ValueRequired
- Event Name (Tentative)Required
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
- New Attendee
Triggers when a new attendee is created in an event.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - New Contract Signature
Triggers when a contract has been signed.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - New Form Response
Triggers when a new form response is captured.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - New Invoice
Triggers when a new invoice is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - New Ticket Payment
Triggers when a new ticket payment is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - New Proposal Signature
Triggers when a proposal has been signed.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - First NameRequired
- Last NameRequired
- EmailRequired
- Prefix
- Suffix
- Title
- Company
- Phone
- Street
- Apt/Suite
- City
- State
- Zipcode
- Country
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Event Name (Tentative)Required
- Case_number
- Opened_date
- Case Stage
- Practice Area
- Description
- Sol_date
- Status
- Billing_contact
- People
- Companies
- Staff
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Event Name (Tentative)Required
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- MyCase Case To UpdateRequired
- EmailRequired
- Event Name (Tentative)Required
- Website
- Line 1
- Line 2
- City
- State
- ZIP Code
- Country
- Main_phone_number
- Fax_phone_number
- Notes
- Cases
- People
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- TypeRequired
- Event Name (Tentative)Required
- PathRequired
- DocumentRequired
- Description
- Assigned_date
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Activity_nameRequired
- Description
- Entry_dateRequired
- BillableRequired
- Event Budget (Tentative)
- UnitsRequired
- Case
- Staff
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Event Name (Tentative)Required
- Address Line 1
- Address Line 2
- City
- State
- Zip Code
- Country
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- MyCase Case To UpdateRequired
- EmailRequired
- First_nameRequired
- Middle_name
- Last_nameRequired
- Line 1
- Line 2
- City
- State
- ZIP Code
- Country
- Cell_phone_number
- Work_phone_number
- Home_phone_number
- Notes
- Birthdate
- Cases
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Event Name (Tentative)Required
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Event Name (Tentative)Required
- Description
- Priority
- Due_date
- Completed
- Case
- Staff
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Api_docs_info
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- TypeRequired
- Search ValueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- TypeRequired
- Search ValueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- TypeRequired
- Search ValueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- TypeRequired
- Search ValueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- TypeRequired
- Search ValueRequired
- Event Name (Tentative)Required
- Case_number
- Opened_date
- Case Stage
- Practice Area
- Description
- Sol_date
- Status
- Billing_contact
- People
- Companies
- Staff
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- TypeRequired
- Search ValueRequired
- EmailRequired
- Event Name (Tentative)Required
- Website
- Line 1
- Line 2
- City
- State
- ZIP Code
- Country
- Main_phone_number
- Fax_phone_number
- Notes
- Cases
- People
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- TypeRequired
- Search ValueRequired
- EmailRequired
- First_nameRequired
- Middle_name
- Last_nameRequired
- Line 1
- Line 2
- City
- State
- ZIP Code
- Country
- Cell_phone_number
- Work_phone_number
- Home_phone_number
- Notes
- Birthdate
- Cases
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- TypeRequired
- Search ValueRequired
- Event Name (Tentative)Required
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found