If you can’t wait, we can add the beta version to your viaSocket workspace within 24 hours.
See how mycase integrates with popular apps to automate tasks and streamline your workflow.
Sync form responses automatically to a spreadsheet for instant data capture
Send Slack notifications whenever a new row is added or updated in Sheets
Trigger email campaigns in Mailchimp when a new contact is added to a sheet
Create CRM contacts in HubSpot directly from new Google Sheets entries
Generate and save PDF reports to Google Drive from spreadsheet data
Automatically back up database records to a Google Sheet on a daily schedule

Automate when something happens in mycase
Login -> Create new flow -> Select trigger -> Search mycase -> Choose the trigger from the list
Take action in mycase when something happens in an app or you want to add step in flow
Login -> Create new flow -> Select action -> Search mycase -> Choose the action from the list
Trigger
Action

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You can automate contact and matter creation from intake forms, sync data with your CRM and billing tools, trigger follow-up emails and reminders, send MyCase activity to reporting dashboards, and create tasks in other systems when cases change status.
No. viaSocket is built for non-technical teams. You choose a trigger in MyCase, define what should happen in your other apps, and follow simple on-screen steps to turn the automation on.
Yes. viaSocket can connect AI to your MyCase workflows to create summaries, draft updates, and generate reminders from MyCase activity, while keeping your operational systems in sync.
viaSocket sits between MyCase and your other apps. When something changes in MyCase—like a new contact or an updated matter—viaSocket can automatically send the right data to email, CRM, billing, or reporting tools based on rules you define.
No. MyCase remains your core system. viaSocket connects MyCase to the rest of your software so information moves automatically and your team spends less time on repetitive updates.
viaSocket is an AI-powered, workflow automation platform that helps people and businesses connect apps and automate repetitive tasks. With thousands of integrations, anyone can build workflows to move data, cut manual work, and save time. Whether for simple tasks or large-scale processes, viaSocket makes automation easy and helps teams focus on what matters most.
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