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How Zapier works
Zapier makes it easy to integrate RightSignature with MyCase - no code necessary. See how you can get setup in minutes.
Select a trigger from RightSignature
Setup an action from MyCase
That’s it! You just connected RightSignature to MyCase
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Connect RightSignature 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.
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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 Document Completed
Triggers when a document is completed, typically when all parties have signed.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - New Document Sent
Triggers when a document is sent.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - Document NameRequired
- 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.- Document NameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- MyCase Case To UpdateRequired
- Email
- Document NameRequired
- 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
- Document NameRequired
- 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
- CostRequired
- UnitsRequired
- Case
- Staff
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Document NameRequired
- 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
- Email
- 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.- Document NameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Document NameRequired
- 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.- 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
- Document NameRequired
- 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
- Email
- Document NameRequired
- 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
- Email
- 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
- Document NameRequired
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 Document Expired
Triggers when a document is not signed in the allowed time and expires.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - TemplateRequired
- Document NameRequired
- Email Recipients
- Sign Document in Person
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
- Document NameRequired
- 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.- Email
- Document NameRequired
- 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.- Document NameRequired
- Parent_typeRequired
- Field_typeRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Document NameRequired
- 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.- Email
- 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
- DateRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Email
- 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.- Document NameRequired
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
- Document NameRequired
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
- Document NameRequired
- 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
- Document NameRequired
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