Automate your legal workflow. When someone books an appointment through Zeeg, their information is automatically synced to MyCase — creating leads, contacts, or calendar events in your legal practice management software.
You need a Zeeg Business plan (or higher), an active MyCase account with admin access, and a Zapier account to set up this integration.
What the Zeeg + MyCase integration does
Once set up, the integration automatically:
Creates leads in MyCase when a new appointment is booked through Zeeg
Creates contacts (persons) in MyCase from Zeeg booking information
Creates calendar events in MyCase when Zeeg appointments are scheduled
Syncs booking form data such as name, email, phone number, and custom question responses
Prevents duplicate records by searching for existing contacts before creating new ones
Prerequisites for the Zeeg + MyCase integration
Before you begin, make sure you have:
A Zeeg Business plan or higher (Zapier integration requires a Business subscription)
An active MyCase account with admin access (non-admin users will see a "Forbidden" error)
A Zapier account (free or paid tier)
At least one scheduling page created in Zeeg
How to Set up the Zeeg + MyCase integration
1. Get your Zeeg API key
Log in to your Zeeg Dashboard
Navigate to Settings → Integrations → Zapier
Click Generate API Key
Copy the API key (it starts with zap_) — you'll need it in Step 2
2. Create a new Zap in Zapier
Log in to Zapier and click Create Zap
In the trigger search field, search for Zeeg
Select a trigger event:
Event Scheduled — triggers when a new appointment is booked
Event Cancelled — triggers when an appointment is cancelled
Click Sign in to Zeeg and paste your API key from Step 1
Click Continue
3. Test the Trigger
Click Test trigger
Zapier will fetch sample booking data from your Zeeg account
Select the test data and click Continue
Leave any optional fields blank unless you need to filter by a specific scheduling page.
4. Add a MyCase Action
Click the + button to add an action step
Search for MyCase and select it
Choose your action:
Create Person — to add the invitee as a contact
Create Event — to create a calendar event in MyCase
Find or Create Practice Area — to assign a practice area automatically
Click Sign in to MyCase and authenticate with your admin credentials
Click Continue
5. Map Fields from Zeeg to MyCase
1. Map the Zeeg booking data to MyCase fields:
Zeeg Field | MyCase Field | Required? |
Invitee First Name | First Name | Yes |
Invitee Last Name | Last Name | Yes |
Invitee Email | Yes | |
Invitee Phone Number | Phone Number | No |
Event Title | Event/Case Name | No |
Start At | Event Start Date | No |
End At | Event End Date | No |
Questions and Answers | Notes/Description | No |
2. Click Continue → Test action → verify the data appears correctly in MyCase → click Publish Zap.
Test your integration
Create a test booking through your Zeeg scheduling page
Check Zapier's Zap History for a successful run
Verify the new contact, lead, or event appears in MyCase
Confirm all mapped fields are populated correctly
Advanced: Create Leads from Bookings
For law firms using MyCase's lead management:
Follow Steps 1–3 above
In Step 4, choose Create Person or use MyCase's lead workflow
Map the booking data to lead fields
Optionally, add a second action step to Create Case and link it to the new contact
Use Find or Create Practice Area to automatically categorize leads based on the Zeeg event type
Use Zapier's multi-step Zaps to first search for an existing contact in MyCase (using Find People Group), and only create a new record if no match is found. This prevents duplicate entries.
Frequently Asked Questions
Can I connect Zeeg and MyCase directly without Zapier?
Not at this time. Zapier is required as the middleware to connect both platforms.
Does this work with all Zeeg scheduling page types?
Yes — the integration works with One-on-One, Group, Collective, Round Robin, and Flexi event types.
Do I need separate Zaps for bookings and cancellations?
Yes. You need at least two Zaps: one triggered by Event Scheduled and one by Event Cancelled. This gives you full control over what happens in MyCase for each scenario.
Can I automatically create a case in MyCase when someone books?
Yes. Use a multi-step Zap: first create a contact with Create Person, then add a Create Case action step linking to that contact.
What happens if the Zap fails?
Zapier automatically retries failed actions and sends you a notification email. You can also check the Zap History in Zapier for error details.
Does my MyCase user need admin access?
Yes. The Zapier integration in MyCase requires admin-level permissions. Non-admin users will receive a "Forbidden" error when trying to authenticate.
What data from Zeeg bookings is available in Zapier?
All booking data is available, including: invitee name, email, phone number, timezone, booking date/time, event type, duration, location/meeting link, host details, custom question responses, payment information, and UTM tracking parameters.