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MyCase integration for your workflows.

Connect MyCase to Collabase once and use 37 actions and 5 triggers in your workflows. No code needed, hosted in Switzerland.

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Sign-inOAuth 2.0

CategoryMore

UpdatedAugust 2026

LicenceOpen source (MIT)

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MyCase in Collabase

Connect MyCase to Collabase once and use 37 actions and 5 triggers in your workflows. No code needed, hosted in Switzerland.

[ About the service ]

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.

How to connect it

Open the integrations in the workspace settings.
Choose MyCase and connect your account.
Add a trigger or an action to the workflow.

Contact MyCase support at https://www.mycase.com/support/ to request OAuth 2.0 client credentials
Provide your application details and request a client ID and client secret
MyCase support will provide you with:
Client ID: Your OAuth Client ID
Client Secret: Your OAuth Client secret
Redirect URI: A pre-configured redirect URI for your application

MyCase triggers

Name	Description	Fields
Case Added or UpdatedInstant via webhook	Triggers when a case has been added or updated	0
Event Added or UpdatedInstant via webhook	Triggers when an event has been added or updated	0
Person Added or UpdatedInstant via webhook	Triggers when a person has been added or updated	0
Company Added or UpdatedInstant via webhook	Triggers when a company has been added or updated	0
Lead Added or UpdatedInstant via webhook	Triggers when a lead has been added or updated	0

MyCase actions

Name	Description	Fields
Create Case	Creates a new case in MyCase	Case Name Case Number Opened Date Case Stage Practice Area Description + 9 Statute of Limitations Date Status Outstanding Balance Billing Contact ID Client IDs Company IDs Staff ID Lead Lawyer Originating Lawyer
Create Case Stage	Creates a new case stage in MyCase	Case Stage Name
Create Company	Creates a new company in MyCase	Company Name Email Website Main Phone Number Fax Phone Number Address Line 1 + 8 Address Line 2 City State ZIP Code Country Notes Cases Clients
Create Custom Field	Creates a new custom field in MyCase	Field Name Parent Type Field Type List Options
Create Document	Creates a new document in MyCase	Document Type Case Document Path Filename Description Assigned Date + 1 Staff
Create Event	Creates a new event in MyCase	Event Name Start Date/Time End Date/Time Staff Required Staff Description + 4 All Day Event Private Event Location Case
Create Expense	Creates a new expense in MyCase	Activity Name Case Entry Date Cost Units Billable + 2 Description Staff
Create Lead	Creates a new lead in MyCase	First Name Last Name Email Middle Initial Cell Phone Number Work Phone Number + 13 Home Phone Number Birthdate Drivers License Number Drivers License State Lead Details Address Line 1 Address Line 2 City State ZIP Code Country Referral Source Referred By
Create Location	Creates a new location in MyCase	Location Name Address Line 1 Address Line 2 City State ZIP Code + 1 Country
Create Note	Creates a new note for a case, client, or company in MyCase	Entity Type Entity Subject Note Date
Create Person (Client)	Creates a new individual client (person) in MyCase	First Name Last Name Email Middle Name Cell Phone Number Work Phone Number + 12 Home Phone Number Fax Phone Number Birthdate Notes Address Line 1 Address Line 2 City State ZIP Code Country People Group Cases
Create Practice Area	Creates a new practice area in MyCase	Practice Area Name
Create Referral Source	Creates a new referral source in MyCase	Referral Source Name
Create Task	Creates a new task in MyCase	Task Name Priority Due Date Staff Description Completed + 1 Case
Create Time Entry	Creates a new time entry in MyCase	Activity Name Case Staff Entry Date Rate Hours + 3 Description Billable Flat Fee
Create Call	Creates a new call in the call log in MyCase	Called At Caller Phone Number Call For Message Caller Type Caller Name + 4 Client Lead Call Type Resolved
Update Case	Updates an existing case in MyCase	Case Case Name Case Number Opened Date Case Stage Practice Area + 10 Description Statute of Limitations Date Status Outstanding Balance Billing Contact Clients Companies Staff Lead Lawyer Originating Lawyer
Update Company	Updates an existing company in MyCase	Company Company Name Email Website Main Phone Number Fax Phone Number + 9 Address Line 1 Address Line 2 City State ZIP Code Country Notes Cases Clients
Update Person (Client)	Updates an existing individual client (person) in MyCase	Client First Name Last Name Email Middle Name Cell Phone Number + 13 Work Phone Number Home Phone Number Fax Phone Number Birthdate Notes Address Line 1 Address Line 2 City State ZIP Code Country People Group Cases
API Request	Makes a raw HTTP request to the MyCase API	Method Path Query Parameters Request Body Additional Headers
Find Case	Searches for cases with optional filters	Status Updated After Page Size Client Fields Custom Field Fields
Find Call	Searches for calls with optional filters	Updated After Page Size
Find Case Stage	Searches for case stages with optional filters	Updated After Page Size
Find Company	Searches for companies with optional filters	Name Email Main Phone Number Fax Phone Number Updated After Page Size
Find Location	Searches for locations with optional filters	Updated After Page Size
Find People Group	Searches for people groups with optional filters	Updated After Page Size
Find Person (Client)	Searches for clients (people) with optional filters	First Name Last Name Email Cell Phone Number Work Phone Number Home Phone Number + 2 Updated After Page Size
Find Practice Area	Searches for practice areas with optional filters	Updated After Page Size
Find Referral Source	Searches for referral sources with optional filters	Updated After Page Size
Find Staff	Searches for staff members with optional filters	Status Updated After Page Size
Find or Create Case	Finds a case by name or creates a new one if it does not exist	Case Name Case Number Opened Date Case Stage Practice Area Description + 9 Statute of Limitations Date Status Outstanding Balance Billing Contact Clients Companies Staff Lead Lawyer Originating Lawyer
Find or Create Case Stage	Finds a case stage by name or creates a new one if it does not exist	Case Stage Name
Find or Create Company	Finds a company by name or creates a new one if it does not exist	Company Name Email Website Main Phone Number Fax Phone Number Address Line 1 + 8 Address Line 2 City State ZIP Code Country Notes Cases Clients
Find or Create Location	Finds a location by name or creates a new one if it does not exist	Location Name Address Line 1 Address Line 2 City State ZIP Code + 1 Country
Find or Create Person (Client)	Finds a person by first and last name or creates a new one if not found	First Name Last Name Email Middle Name Cell Phone Number Work Phone Number + 12 Home Phone Number Fax Phone Number Birthdate Notes Address Line 1 Address Line 2 City State ZIP Code Country People Group Cases
Find or Create Practice Area	Finds a practice area by name or creates a new one if it does not exist	Practice Area Name
Find or Create Referral Source	Finds a referral source by name or creates a new one if it does not exist	Referral Source Name

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Questions about MyCase

What can I automate with MyCase in Collabase?

MyCase brings 37 actions and 5 triggers, for example Create Case, Create Case Stage, Create Company, Create Custom Field and 33 more. You combine them in a workflow without code and mix them with every other integration.

How do I connect MyCase to Collabase?

You open the integrations in the workspace settings, choose MyCase and connect your account once, using OAuth 2.0. After that all triggers and actions are available in the workflow.

Can MyCase start a workflow?

Yes. MyCase provides 5 triggers, for example Case Added or Updated, Event Added or Updated, Person Added or Updated and 2 more. The workflow runs as soon as the event happens.

Does the MyCase integration cost extra?

No. All integrations are included in every licence, in the Isolated Cloud and in Self-Hosted operation. There is no module price.

Test it against your own content. A proof of concept is ready within days.

We set up an instance with your content and you test it against real workflows. In a first conversation we clarify scope, operating model and timing.

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