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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. Use MyCase from Zoft voice agents, chat agents, workflows and AI employees.

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  1. Starts withCase Added or Updated
  2. ZoftAgent or workflow decides what happens next
  3. Then in MyCaseCreate Call
  4. AndCreate Case
Illustrative flow built from MyCase’s real triggers and actions.

Zoft + MyCase

What Zoft can do with MyCase.

  • 01Voice agentsA phone agent can use MyCase actions such as Create Call and Create Case during the call, then hand off to a person when it should.
  • 02Chat agentsThe same agent on web chat, WhatsApp or SMS can look up and update MyCase while it talks to the customer.
  • 03WorkflowsStart a workflow when “Case Added or Updated” happens in MyCase, or use MyCase as any step on the canvas.
  • 04AI employeesAn AI employee can find and use MyCase actions on its own, and ask for your approval before it sends or changes anything important.

Actions 37

Things Zoft can do in MyCase.

  • Find CallSearches for calls with optional filters
  • Find CaseSearches for cases with optional filters
  • Find StaffSearches for staff members with optional filters
  • Create CallCreates a new call in the call log in MyCase
  • Create CaseCreates a new case in MyCase
  • Create LeadCreates a new lead in MyCase
  • Create NoteCreates a new note for a case, client, or company in MyCase
  • Create TaskCreates a new task in MyCase
  • Find Person (Client)Searches for clients (people) with optional filters
  • Update CaseUpdates an existing case in MyCase
Show all 37
  • Create EventCreates a new event in MyCase
  • Find CompanySearches for companies with optional filters
  • API RequestMakes a raw HTTP request to the MyCase API
  • Create Person (Client)Creates a new individual client (person) in MyCase
  • Find LocationSearches for locations with optional filters
  • Update Person (Client)Updates an existing individual client (person) in MyCase
  • Create CompanyCreates a new company in MyCase
  • Create ExpenseCreates a new expense in MyCase
  • Update CompanyUpdates an existing company in MyCase
  • Create DocumentCreates a new document in MyCase
  • Create LocationCreates a new location in MyCase
  • Find Case StageSearches for case stages with optional filters
  • Create Case StageCreates a new case stage in MyCase
  • Create Time EntryCreates a new time entry in MyCase
  • Find People GroupSearches for people groups with optional filters
  • Find Practice AreaSearches for practice areas with optional filters
  • Create Custom FieldCreates a new custom field in MyCase
  • Find or Create CaseFinds a case by name or creates a new one if it does not exist
  • Create Practice AreaCreates a new practice area in MyCase
  • Find Referral SourceSearches for referral sources with optional filters
  • Find or Create Person (Client)Finds a person by first and last name or creates a new one if not found
  • Create Referral SourceCreates a new referral source in MyCase
  • Find or Create CompanyFinds a company by name or creates a new one if it does not exist
  • Find or Create LocationFinds a location by name or creates a new one if it does not exist
  • Find or Create Case StageFinds a case stage by name or creates a new one if it does not exist
  • Find or Create Practice AreaFinds a practice area by name or creates a new one if it does not exist
  • Find or Create Referral SourceFinds a referral source by name or creates a new one if it does not exist

Triggers 5

Events in MyCase that can start a workflow.

  • Case Added or UpdatedTriggers when a case has been added or updated
  • Lead Added or UpdatedTriggers when a lead has been added or updated
  • Event Added or UpdatedTriggers when an event has been added or updated
  • Person Added or UpdatedTriggers when a person has been added or updated
  • Company Added or UpdatedTriggers when a company has been added or updated

Setup

Connect MyCase in three steps.

  1. 01ConnectChoose MyCase in Connections and approve access in the MyCase sign-in window. Zoft never sees your password.
  2. 02Put it to workAdd MyCase as a workflow step, or let a voice agent, chat agent or AI employee use it as a tool.
  3. 03Review every runAdd approvals where you want a person in the loop. Every run leaves a record you can check.

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FAQ

MyCase on Zoft, answered.

What can Zoft do with MyCase?

Zoft supports 37 actions and 5 triggers for MyCase. You can use them as workflow steps, and voice agents, chat agents and AI employees can call them as tools.

How do I connect MyCase to Zoft?

Choose MyCase in Connections and approve access in the MyCase sign-in window. Zoft never sees your password.

Can a voice agent or chat agent use MyCase?

Yes. Once MyCase is connected, a voice agent or chat agent can use its actions during a conversation. Permissions control which actions each agent can use.

Can an AI employee work in MyCase without supervision?

Only as far as you allow. AI employees ask for approval before sensitive steps, and every run leaves a record you can review.

Put MyCase to work in your operation.

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