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Integrating Woodpecker with MyCase
Integrating Woodpecker with MyCase
Bringing your MyCase and Woodpecker accounts together is a quick and easy process, as we outline in this article.
Ben Q avatar
Written by Ben Q
Updated over a week ago

Items to Note

  • This integration is available to users with active subscriptions to both MyCase and Woodpecker.

  • A Woodpecker API Key is required to complete the setup process.

    • Follow the steps in this article if you need to retrieve your API key.

    • Consult the pricing page for up-to-date information on the Woodpecker subscription tiers that include API access.

  • If you do not see the Woodpecker tile on the MyCase Integrations & Apps page, please contact the Woodpecker support team at support@woodpeckerweb.com.

  • This setup is only required to be done by one member of your MyCase team, and it will be applied to all other users.


How it Works

1. Log into your MyCase account and navigate to the Dashboard.
2. Near the top right corner of the page, click the "Settings" tab with the gear icon. Then, click "Integrations & Apps."

MCW1.png


3. On the Integrations & Apps page, scroll down to the Woodpecker tile and click "Set Up" to add your API Key.

MCW2.png

NOTE: If you change your API key in the Woodpecker add-in or wish to connect a different one, you'll need to come back to this page and click "Change API Key" to update it in MyCase as well.

Once you've added your API key, the setup process is complete! You can now start generating documents using information you've collected in MyCase. From here we recommend checking out this article to learn more about how to populate your Woodpecker templates with MyCase data.

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