Connect Ruler Analytics and Actionstep to automate any workflow
![Ruler Analytics](https://zapier-images.imgix.net/storage/developer/702b2e113c394a503e075901bdb33a41.png?auto=format&ixlib=react-9.8.1&q=50&fit=crop&h=30&w=30)
![Ruler Analytics](https://zapier-images.imgix.net/storage/developer/702b2e113c394a503e075901bdb33a41.png?auto=format&ixlib=react-9.8.1&q=50&fit=crop&h=60&w=60)
![Actionstep](https://zapier-images.imgix.net/storage/services/2767ea5817ce33271bbace3d3454c560.png?auto=format&ixlib=react-9.8.1&q=50&fit=crop&h=30&w=30)
![Actionstep](https://zapier-images.imgix.net/storage/services/2767ea5817ce33271bbace3d3454c560.png?auto=format&ixlib=react-9.8.1&q=50&fit=crop&h=60&w=60)
Top companies trust Zapier to automate work that solves their unique business problems—no coding required.
How Zapier works
Zapier makes it easy to integrate Ruler Analytics with Actionstep - no code necessary. See how you can get setup in minutes.
A trigger is where automation begins
![A trigger is the event that kicks off your automated workflow.](https://res.cloudinary.com/zapier-media/image/upload/q_auto,f_auto/v1703713159/App%20Directory/2S%20Page/First_content_row_mqocjq.png)
Now it's time for action
![An action is the event that your automated workflow performs when triggered.](https://res.cloudinary.com/zapier-media/image/upload/q_auto,f_auto/v1703713241/App%20Directory/2S%20Page/Second_content_row_majysk.png)
And that's it! You've just created a Zap.
![Triggers and actions are the main components of every automated workflow.](https://res.cloudinary.com/zapier-media/image/upload/q_auto,f_auto/v1703713241/App%20Directory/2S%20Page/Third_content_row_nghpr1.png)
Connect Ruler Analytics and Actionstep to integrate crucial parts of your business
With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.
Automate your lead management and improve conversions
![An illustration representing how to automate lead management with Zapier.](https://res.cloudinary.com/zapier-media/image/upload/q_auto,f_auto/v1703713466/App%20Directory/2S%20Page/First_option_apbx4e.png)
Connect Ruler Analytics and Actionstep to unlock the power of automation
With Zapier's 7,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- New Matter
Triggers when an action/matter is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New File Note
Triggers when a new file note is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Matter Step Changed
Triggers when a step change occurs on an action/matter.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Updated Matter
Triggers when an existing Matter is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Assigned to Participant ID
- Action TypeRequired
- Action NameRequired
- Action StatusRequired
- File Reference
- Priority
- File Note
- Import External Reference
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- MatterRequired
- Note TextRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Rate Sheet
- Assigned ToRequired
- MatterRequired
- Task NameRequired
- Action StatusRequired
- Priority
- Due DateRequired
- Actual HoursRequired
- Billable HoursRequired
- Started Date/Time
- Completed Date/Time
- Description
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Date
- Description
- Actual HoursRequired
- Billable HoursRequired
- Rate Sheet
- MatterRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- File Note IdRequired
- Note ContentRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- MatterRequired
- Assign to Participant Id
- Name
- Action StatusRequired
- Reference
- Priority
- Import External Reference
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Task IdRequired
- Action StatusRequired
- Priority
- Assigned ToRequired
- Due Date
- Actual HoursRequired
- Billable HoursRequired
- Completed Date/Time
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Custom Field NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Custom Field IdRequired
- Matter IdRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Search ByRequired
- Search ValueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Search propertyRequired
- Search ValueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Search ByRequired
- Search ValueRequired
- Assigned to Participant ID
- Action TypeRequired
- Action NameRequired
- Action StatusRequired
- File Reference
- Priority
- File Note
- Import External Reference
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- Search propertyRequired
- Search ValueRequired
- Indentity TypeRequired
- Company/Business NameRequired
- Salutation
- First Name
- Middle Name(s)
- Last NameRequired
- Suffix
- Preferred Name
- Physical Address - Line 1
- Physical Address - Line 2
- Physical Address - City
- Physical Address -State/Province
- Physical Address - ZIP/Post Code
- Physical Address - Country CodeRequired
- Mailing Address - Line 1
- Mailing Address - Line 2
- Mailing Address - City
- Mailing Address - State/Province
- Mailing Address - ZIP/Post Code
- Mailing Address - CountryRequired
- Phone 1 - Label
- Phone 1 - Country Code
- Phone 1 - Area Code
- Phone 1 - Number
- Phone 1 - Notes
- Fax Number
- SMS Number
- Email Address
- Website Address
- Occupation
- Birthday
- Date of Death
- Marital Status
- Gender
- Division ID
- Phone 2 - Label
- Phone 2 - Country Code
- Phone 2 - Area Code
- Phone 2 - Number
- Phone 2 - Notes
- Phone 3 - Label
- Phone 3 - Country Code
- Phone 3 - Area Code
- Phone 3 - Number
- Phone 3 - Notes
- Phone 4 - Label
- Phone 4 - Country Code
- Phone 4 - Area Code
- Phone 4 - Number
- Phone 4 - Notes
- Import External Reference
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
- New Matter Participant
Triggers when a participant/contact is added to an action/matter.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Contact
Triggers when a participant/contact is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Task
Triggers when a new task is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Participant TypeRequired
- ParticipantRequired
- MatterRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Company/Business NameRequired
- Physical Address - Line 1
- Physical Address - Line 2
- Physical Address - City
- Physical Address -State/Province
- Physical Address - ZIP/Post Code
- Physical Address - Country CodeRequired
- Mailing Address - Line 1
- Mailing Address - Line 2
- Mailing Address - City
- Mailing Address - State/Province
- Mailing Address - ZIP/Post Code
- Mailing Address - CountryRequired
- Phone 1 - Label
- Phone 1 - Country Code
- Phone 1 - Area Code
- Phone 1 - Number
- Phone 1 - Notes
- Fax Number
- SMS Number
- Email Address
- Website Address
- Division ID
- Phone 2 - Label
- Phone 2 - Country Code
- Phone 2 - Area Code
- Phone 2 - Number
- Phone 2 - Notes
- Phone 3 - Label
- Phone 3 - Country Code
- Phone 3 - Area Code
- Phone 3 - Number
- Phone 3 - Notes
- Phone 4 - Label
- Phone 4 - Country Code
- Phone 4 - Area Code
- Phone 4 - Number
- Phone 4 - Notes
- Import External Reference
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Salutation
- First Name
- Middle Name(s)
- Last NameRequired
- Suffix
- Preferred Name
- Physical Address - Line 1
- Physical Address - Line 2
- Physical Address - City
- Physical Address -State/Province
- Physical Address - ZIP/Post Code
- Physical Address - Country CodeRequired
- Mailing Address - Line 1
- Mailing Address - Line 2
- Mailing Address - City
- Mailing Address - State/Province
- Mailing Address - ZIP/Post Code
- Mailing Address - CountryRequired
- Phone 1 - Label
- Phone 1 - Country Code
- Phone 1 - Area Code
- Phone 1 - Number
- Phone 1 - Notes
- Fax Number
- SMS Number
- Email Address
- Website Address
- Occupation
- Birthday
- Date of Death
- Marital Status
- Gender
- Division ID
- Phone 2 - Label
- Phone 2 - Country Code
- Phone 2 - Area Code
- Phone 2 - Number
- Phone 2 - Notes
- Phone 3 - Label
- Phone 3 - Country Code
- Phone 3 - Area Code
- Phone 3 - Number
- Phone 3 - Notes
- Phone 4 - Label
- Phone 4 - Country Code
- Phone 4 - Area Code
- Phone 4 - Number
- Phone 4 - Notes
- Import External Reference
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Matter IdRequired
- DateRequired
- DescriptionRequired
- Quantity
- Unit priceRequired
- Includes TaxRequired
- Tax Code IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- IdRequired
- Company/Business NameRequired
- Physical Address - Line 1
- Physical Address - Line 2
- Physical Address - City
- Physical Address -State/Province
- Physical Address - ZIP/Post Code
- Physical Address - Country CodeRequired
- Mailing Address - Line 1
- Mailing Address - Line 2
- Mailing Address - City
- Mailing Address - State/Province
- Mailing Address - ZIP/Post Code
- Mailing Address - CountryRequired
- Phone 1 - Label
- Phone 1 - Country Code
- Phone 1 - Area Code
- Phone 1 - Number
- Phone 1 - Notes
- Fax Number
- SMS Number
- Email Address
- Website Address
- Phone 2 - Label
- Phone 2 - Country Code
- Phone 2 - Area Code
- Phone 2 - Number
- Phone 2 - Notes
- Phone 3 - Label
- Phone 3 - Country Code
- Phone 3 - Area Code
- Phone 3 - Number
- Phone 3 - Notes
- Phone 4 - Label
- Phone 4 - Country Code
- Phone 4 - Area Code
- Phone 4 - Number
- Phone 4 - Notes
- Import External Reference
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- IdRequired
- Salutation
- First Name
- Middle Name(s)
- Last NameRequired
- Suffix
- Preferred Name
- Physical Address - Line 1
- Physical Address - Line 2
- Physical Address - City
- Physical Address -State/Province
- Physical Address - ZIP/Post Code
- Physical Address - Country CodeRequired
- Mailing Address - Line 1
- Mailing Address - Line 2
- Mailing Address - City
- Mailing Address - State/Province
- Mailing Address - ZIP/Post Code
- Mailing Address - CountryRequired
- Phone 1 - Label
- Phone 1 - Country Code
- Phone 1 - Area Code
- Phone 1 - Number
- Phone 1 - Notes
- Fax Number
- SMS Number
- Email Address
- Website Address
- Occupation
- Birthday
- Date of Death
- Marital Status
- Gender
- Phone 2 - Label
- Phone 2 - Country Code
- Phone 2 - Area Code
- Phone 2 - Number
- Phone 2 - Notes
- Phone 3 - Label
- Phone 3 - Country Code
- Phone 3 - Area Code
- Phone 3 - Number
- Phone 3 - Notes
- Phone 4 - Label
- Phone 4 - Country Code
- Phone 4 - Area Code
- Phone 4 - Number
- Phone 4 - Notes
- Import External Reference
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Custom Field Value IdRequired
- Custom Field ValueRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Api_docs_info
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Tax CodeRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Search ByRequired
- Search ValueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Search propertyRequired
- Search ValueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Search ByRequired
- Search ValueRequired
- Indentity TypeRequired
- Company/Business NameRequired
- Salutation
- First Name
- Middle Name(s)
- Last NameRequired
- Suffix
- Preferred Name
- Physical Address - Line 1
- Physical Address - Line 2
- Physical Address - City
- Physical Address -State/Province
- Physical Address - ZIP/Post Code
- Physical Address - Country CodeRequired
- Mailing Address - Line 1
- Mailing Address - Line 2
- Mailing Address - City
- Mailing Address - State/Province
- Mailing Address - ZIP/Post Code
- Mailing Address - CountryRequired
- Phone 1 - Label
- Phone 1 - Country Code
- Phone 1 - Area Code
- Phone 1 - Number
- Phone 1 - Notes
- Fax Number
- SMS Number
- Email Address
- Website Address
- Occupation
- Birthday
- Date of Death
- Marital Status
- Gender
- Division ID
- Phone 2 - Label
- Phone 2 - Country Code
- Phone 2 - Area Code
- Phone 2 - Number
- Phone 2 - Notes
- Phone 3 - Label
- Phone 3 - Country Code
- Phone 3 - Area Code
- Phone 3 - Number
- Phone 3 - Notes
- Phone 4 - Label
- Phone 4 - Country Code
- Phone 4 - Area Code
- Phone 4 - Number
- Phone 4 - Notes
- Import External Reference
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- KeywordsRequired
- Indentity TypeRequired
- Company/Business NameRequired
- Salutation
- First Name
- Middle Name(s)
- Last NameRequired
- Suffix
- Preferred Name
- Physical Address - Line 1
- Physical Address - Line 2
- Physical Address - City
- Physical Address -State/Province
- Physical Address - ZIP/Post Code
- Physical Address - Country CodeRequired
- Mailing Address - Line 1
- Mailing Address - Line 2
- Mailing Address - City
- Mailing Address - State/Province
- Mailing Address - ZIP/Post Code
- Mailing Address - CountryRequired
- Phone 1 - Label
- Phone 1 - Country Code
- Phone 1 - Area Code
- Phone 1 - Number
- Phone 1 - Notes
- Fax Number
- SMS Number
- Email Address
- Website Address
- Occupation
- Birthday
- Date of Death
- Marital Status
- Gender
- Division ID
- Phone 2 - Label
- Phone 2 - Country Code
- Phone 2 - Area Code
- Phone 2 - Number
- Phone 2 - Notes
- Phone 3 - Label
- Phone 3 - Country Code
- Phone 3 - Area Code
- Phone 3 - Number
- Phone 3 - Notes
- Phone 4 - Label
- Phone 4 - Country Code
- Phone 4 - Area Code
- Phone 4 - Number
- Phone 4 - Notes
- Import External Reference
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found