MyCase | ElevenLabs Documentation

Your receptionist can recognize callers who are already in MyCase, add new callers as leads, and log every call in MyCase’s call log for your team. MyCase’s API uses OAuth and is only available on request on its Advanced tier, so Reception connects through Zapier.

Before you start

A MyCase admin user must connect MyCase to Zapier.

Set up

Connect Zapier

If you haven’t yet, connect Zapier in Reception.ai.

Add the MyCase actions

In your Zapier MCP server at mcp.zapier.com, add the actions below and sign in to MyCase as an admin when Zapier asks. For each field, either set a fixed value or let the AI fill it in, as listed.

Assign the tools

In Reception.ai, open the Zapier integration’s Tools tab, select Refresh tools, and assign each action to the Client (receptionist).

Test it

Test your receptionist as a new caller looking for a lawyer. The lead and the call appear in MyCase.

Actions

Find the caller

Field	Value
Zapier action	Find Caller
Set in Zapier	Search Type, for example phone number.
Let the AI fill in	Search Value: the caller’s phone number, or what the search type expects.
Assign to	Client

Add a new lead

Field	Value
Zapier action	Create Lead
Set in Zapier	The referral source, if you track one for phone leads.
Let the AI fill in	First name, last name, cell phone number, email, and lead details (a short, factual summary of what the caller needs).
Assign to	Client

Log the call

Field	Value
Zapier action	Create Call
Set in Zapier	Call For: the staff member who should follow up. Resolved: no, so the call stays open for your team.
Let the AI fill in	Caller, Caller Phone Number, Called At, and Message.
Assign to	Client

To let your receptionist put consultations on your calendar, add Create Event with Required Staff set to a fixed value. It doesn’t check for conflicts, so treat the time as a request and have your team confirm it.

Add a rule telling your receptionist to take down the caller’s details and never give legal advice.

Limitations

Zapier’s MyCase app can’t check availability, so your receptionist can’t offer open times. For real-time booking, use Reception’s own booking with Google Calendar, Calendly, or Cal.com.
Each action your receptionist runs uses tasks from your Zapier plan. Zapier currently counts two tasks per successful call; failed calls aren’t counted. When the plan runs out, the actions stop until it resets.

Troubleshooting

Problem	What to check
A MyCase action doesn’t appear in Reception.ai	Select Refresh tools on the Zapier integration after adding actions in Zapier.
An action shows Changed and isn’t used	You edited it in Zapier. Select Update in the Tools tab.
Zapier shows a `Forbidden` error	A MyCase admin user must connect MyCase to Zapier.
Known callers aren’t found	Check the Search Type in Zapier, and that phone numbers in MyCase are stored in one format.