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MyCase Event - Zoom Integration

  • November 13, 2025
  • 3 replies
  • 15 views

Hey everyone,

I’m almost done with a Zap that connects MyCase → Zoom, but I can’t get the client’s email from the MyCase event data to send the Zoom invite.

Here’s what’s working and where it fails:

  1. Trigger: MyCase – Event Added or Updated → works fine, but it only gives me meta data like event name, start/end time, staff ID, case ID, etc. There’s no client email or attendee info.

  2. Formatter (Date/Time + Numbers) → used to calculate the meeting duration in minutes.

  3. Formatter (Text) → splits the event title (e.g. “Client Name – Event Name”) to extract the client’s name.

  4. MyCase – Find Person Contact → searches using that name, but always fails with “Nothing could be found,” even though the contact does exist in MyCase.

  5. Zoom – Create Meeting → the meeting is created successfully, but since there’s no email, no invite is sent.

So the Zoom meeting gets created perfectly, but the client never receives the invite. I basically just need a way to grab the client’s email from the event → send it to Zoom as the invitee.

3 replies

AndrewJDavison
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  • Zapier Solution Partner
  • November 13, 2025

@Legal If it’s a limitation with MyCase’s integration where the data doesn’t include email - then you’re going to be stuck here.

Do you get a notification email from MyCase with the email address? If so you could scrape that.


Sparsh from Automation Jinn
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Hey ​@Legal,

Please post screenshot of Data Out of the trigger as well as Data In, Data Out and how Find Person Contact action is configured for us to have more context. 


SamB
Community Manager
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  • Community Manager
  • November 28, 2025

Hi there ​@Legal 👋 How did you get on with Andrew’s suggestion? Were you able to trigger on the email notifications and extract the client details from that?

If not, do the event details in MyCase get synced with a separate calendar app like Google Calendar for example? If they do and those calendar events contain the necessary attendee/client info perhaps you could use the calendar app for the trigger to run the Zap whenever there’s a New or Updated Event. 

Alternatively, could you add the client’s email into the event name in MyCase? If so, you could then use another Formatter action to extract the email address from the name and pass that over to the Zoom action. 

Keep us posted on how you’re getting on, want to make sure this gets sorted! 🙂