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Microsoft Outlook + MyCase

Microsoft Outlook + MyCase

Microsoft Outlook + MyCase integrations

Create new or update existing Microsoft Outlook contacts when leads are added or updated in MyCase

Stay on top of your contacts with this efficient workflow. Whenever a lead is added or updated in MyCase, a corresponding contact is instantly created in Microsoft Outlook. This means you'll never have to worry about manual updates again, keeping your communication streamlined and ensuring no important contact slips through the cracks. This solution gives you the peace of mind that your contacts are always up-to-date, making your client interactions more effective.

  1. When this happens...
    Lead Added or Updated
    Lead Added or Updated
    Lead Added or UpdatedTriggers when a lead has been added/updated.
  2. automatically do this!
    Create Contact
    Create Contact
    Create ContactCreates a new contact.
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More things you can do with MyCase and Microsoft Outlook

Discover other triggers and actions you can use with MyCase and Microsoft Outlook

    • Action
      Required
    Trigger
    Instant
    Try It
    • Action
      Required
    Trigger
    Instant
    Try It
    • Action
      Required
    Trigger
    Instant
    Try It
    • Name
      Required
    • Case_number
    • Opened_date
    • Case Stage
    • Practice Area
    • Description
    • Sol_date
    • Status
    • Billing_contact
    • People
    • Companies
    • Staff
    Action
    Write
    • Action
      Required
    Trigger
    Instant
    Try It
    • Action
      Required
    Trigger
    Instant
    Try It
    • Called_at
      Required
    • Caller_phone_number
      Required
    • Message
      Required
    • Resolved
      Required
    • Call_type
    • Call_for
      Required
    • Caller
      Required
    Action
    Write
    • MyCase Case To Update
      Required
    • Name
    • Case_number
    • Opened_date
    • Case Stage
    • Practice Area
    • Description
    • Sol_date
    • Status
    • Billing_contact
    • People
    • Companies
    • Staff
    Action
    Write
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About Microsoft Outlook
Microsoft Outlook is a web-based suite of webmail, contacts, tasks, and calendaring services.
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About MyCase
MyCase is legal case management software for unparalleled productivity.
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