MyCase integration

Automate legal case management workflows with MyCase. Create and manage cases, clients, companies, events, tasks, time entries, documents, and more. Get notified when cases, events, people, companies, or leads are added or updated.

5 triggers · 37 actions

Connect MyCase free See what you can automate

Build it by describing it

Type a sentence like this and the copilot builds, validates and simulates the workflow.

When “Case Added or Updated” happens in MyCase, check the details with AI, then “Create Case” and tell my team in Slack.

Simulated before it goes live
Fixes proposed when something breaks
One credit per run

Triggers

Start a workflow when this happens

WHEN
Case Added or Updated
Triggers when a case has been added or updated.
WHEN
Event Added or Updated
Triggers when an event has been added or updated.
WHEN
Person Added or Updated
Triggers when a person has been added or updated.
WHEN
Company Added or Updated
Triggers when a company has been added or updated.
WHEN
Lead Added or Updated
Triggers when a lead has been added or updated.

Actions

Then Calibra can do this for you

DO
Create Case
Creates a new case in MyCase.
DO
Create Case Stage
Creates a new case stage in MyCase.
DO
Create Company
Creates a new company in MyCase.
DO
Create Custom Field
Creates a new custom field in MyCase.
DO
Create Document
Creates a new document in MyCase.
DO
Create Event
Creates a new event in MyCase.
DO
Create Expense
Creates a new expense in MyCase.
DO
Create Lead
Creates a new lead in MyCase.
DO
Create Location
Creates a new location in MyCase.
DO
Create Note
Creates a new note for a case, client, or company in MyCase.
DO
Create Person (Client)
Creates a new individual client (person) in MyCase.
DO
Create Practice Area
Creates a new practice area in MyCase.
DO
Create Referral Source
Creates a new referral source in MyCase.
DO
Create Task
Creates a new task in MyCase.
DO
Create Time Entry
Creates a new time entry in MyCase.
DO
Create Call
Creates a new call in the call log in MyCase.
DO
Update Case
Updates an existing case in MyCase.
DO
Update Company
Updates an existing company in MyCase.
DO
Update Person (Client)
Updates an existing individual client (person) in MyCase.
DO
API Request
Makes a raw HTTP request to the MyCase API.
DO
Find Case
Searches for cases with optional filters.
DO
Find Call
Searches for calls with optional filters.
DO
Find Case Stage
Searches for case stages with optional filters.
DO
Find Company
Searches for companies with optional filters.
DO
Find Location
Searches for locations with optional filters.
DO
Find People Group
Searches for people groups with optional filters.
DO
Find Person (Client)
Searches for clients (people) with optional filters.
DO
Find Practice Area
Searches for practice areas with optional filters.
DO
Find Referral Source
Searches for referral sources with optional filters.
DO
Find Staff
Searches for staff members with optional filters.
DO
Find or Create Case
Finds a case by name or creates a new one if it does not exist.
DO
Find or Create Case Stage
Finds a case stage by name or creates a new one if it does not exist.
DO
Find or Create Company
Finds a company by name or creates a new one if it does not exist.
DO
Find or Create Location
Finds a location by name or creates a new one if it does not exist.
DO
Find or Create Person (Client)
Finds a person by first and last name or creates a new one if not found.
DO
Find or Create Practice Area
Finds a practice area by name or creates a new one if it does not exist.
DO
Find or Create Referral Source
Finds a referral source by name or creates a new one if it does not exist.

Questions

Is the MyCase integration free?

Yes. MyCase is available on every Calibra plan, including the free plan, which needs no card.

How is MyCase usage billed?

Calibra charges one credit per workflow run, however many steps it has. Steps that read from or write to this app do not cost extra.

Can I connect MyCase without writing code?

Yes. Describe the process in plain words and the AI copilot builds the workflow with MyCase for you. You can also use templates or the visual editor.

Describe your first process. Watch it run today.

Free plan, no card. One credit per run, however many steps it has.

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