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Microsoft Outlook + MyCase

Microsoft Outlook + MyCase

Microsoft Outlook + MyCase integrations

Generate draft emails in Microsoft Outlook when persons are added or updated in MyCase

Stay organized and efficient in your correspondence with this workflow. When a new or updated contact is added in MyCase, a draft email will be prepped in Microsoft Outlook. It's a perfect tool to streamline communication, saving you time and keeping your contacts synchronized for prompt updates.

  1. When this happens...
    Person Added or Updated
    Person Added or Updated
    Person Added or UpdatedTriggers when a person has been added/updated.
  2. automatically do this!
    Create Draft Email
    Create Draft Email
    Create Draft EmailCreates a draft of an email that can then be reviewed and sent out.
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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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