Actionstep Integrations

Name: Zapier
Availability: InStock

Do more with Actionstep integrations

Zapier lets you connect Actionstep with thousands of the most popular apps, so you can automate your work and have more time for what matters most—no code required.

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Google Forms

Forms & Surveys, Google

Jotform

Forms & Surveys

Google Sheets

Google, Spreadsheets

Gravity Forms

Forms & Surveys, WordPress

Typeform

Forms & Surveys

Formstack

Forms & Surveys

Cognito Forms

Forms & Surveys

Calendly

Scheduling & Booking

Mailparser

Google Forms

Forms & Surveys, Google

Jotform

Forms & Surveys

Google Sheets

Google, Spreadsheets

Gravity Forms

Forms & Surveys, WordPress

Typeform

Forms & Surveys

Formstack

Forms & Surveys

Google Forms

Forms & Surveys, Google

Jotform

Forms & Surveys

Google Sheets

Google, Spreadsheets

Gravity Forms

Forms & Surveys, WordPress

Typeform

Forms & Surveys

Formstack

Forms & Surveys

Cognito Forms

Forms & Surveys

Calendly

Scheduling & Booking

Mailparser

Top companies trust Zapier to automate work and free up time

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Quickly automate Actionstep integrations with Zapier's templates

Create Actionstep individual contacts from new Smith.ai calls
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Smith.ai + Actionstep
Add new Actionstep contacts to Xero
Premium
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Actionstep + Xero
Create new Microsoft Outlook contacts from new Actionstep contacts
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Actionstep + Microsoft Outlook
Create time entries for new matters in Actionstep
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Actionstep
Add new Actionstep contacts to Mailchimp as subscribers
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Actionstep + Mailchimp
Create matters in Actionstep for new Cognito Forms entries
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Cognito Forms + Actionstep

Create Actionstep individual contacts from new Smith.ai calls

Details

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Smith.ai + Actionstep

Add new Actionstep contacts to Xero

Details

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Actionstep + Xero

Create new Microsoft Outlook contacts from new Actionstep contacts

Details

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Actionstep + Microsoft Outlook

Create time entries for new matters in Actionstep

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Actionstep

Add new Actionstep contacts to Mailchimp as subscribers

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Actionstep + Mailchimp

Create matters in Actionstep for new Cognito Forms entries

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Cognito Forms + Actionstep

Create matters on Actionstep for new Google Ads leads

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Google Ads + Actionstep

Create Actionstep individual contacts from new chats in Smith.ai

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Smith.ai Chat + Actionstep

Add new chat leads from Chat Agents as contacts with notes in Actionstep

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Chat Agents + Actionstep

Share updates from Actionstep as funnel events to Facebook Conversions

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Actionstep + Facebook Conversions

Add participants to Actionstep matters when new workflows are completed in Gavel

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Gavel + Actionstep

Send funnel events to Facebook Conversions from Actionstep

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Actionstep + Facebook Conversions

Create matters on Actionstep for new Google Ads leads
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Google Ads + Actionstep
Create Actionstep individual contacts from new chats in Smith.ai
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Smith.ai Chat + Actionstep
Add new chat leads from Chat Agents as contacts with notes in Actionstep
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Chat Agents + Actionstep
Share updates from Actionstep as funnel events to Facebook Conversions
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Actionstep + Facebook Conversions
Add participants to Actionstep matters when new workflows are completed in Gavel
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Gavel + Actionstep
Send funnel events to Facebook Conversions from Actionstep
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Actionstep + Facebook Conversions

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.

triggers, actions, or triggers and actions

New Matter
Triggers when an action/matter is created.
Trigger
Instant
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New File Note
Triggers when a new file note is created.
Trigger
Instant
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Matter Step Changed
Triggers when a step change occurs on an action/matter.
Trigger
Instant
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Updated Matter
Triggers when an existing Matter is updated.
Trigger
Instant
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- Assigned to Participant ID
- Action Type
  Required
- Action Name
  Required
- Action Status
  Required
- File Reference
- Priority
- File Note
- Import External Reference
Action
Write
- Matter
  Required
- Note Text
  Required
Action
Write
- Rate Sheet
- Assigned To
  Required
- Matter
  Required
- Task Name
  Required
- Action Status
  Required
- Priority
- Due Date
  Required
- Actual Hours
  Required
- Billable Hours
  Required
- Started Date/Time
- Completed Date/Time
- Description
Action
Write
- Date
- Description
- Actual Hours
  Required
- Billable Hours
  Required
- Rate Sheet
- Matter
  Required
Action
Write
- File Note Id
  Required
- Note Content
  Required
Action
Write
- Matter
  Required
- Assign to Participant Id
- Name
- Action Status
  Required
- Reference
- Priority
- Import External Reference
Action
Write
- Task Id
  Required
- Action Status
  Required
- Priority
- Assigned To
  Required
- Due Date
- Actual Hours
  Required
- Billable Hours
  Required
- Completed Date/Time
Action
Write
- Custom Field Name
  Required
Action
Search
- Custom Field Id
  Required
- Matter Id
  Required
Action
Search
- Search By
  Required
- Search Value
  Required
Action
Search
- Search property
  Required
- Search Value
  Required
Action
Search
- Search By
  Required
- Search Value
  Required
- Assigned to Participant ID
- Action Type
  Required
- Action Name
  Required
- Action Status
  Required
- File Reference
- Priority
- File Note
- Import External Reference
Action
Search or write

New Matter Participant
Triggers when a participant/contact is added to an action/matter.
Trigger
Instant
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New Contact
Triggers when a participant/contact is created.
Trigger
Instant
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New Task
Triggers when a new task is created.
Trigger
Instant
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- Participant Type
  Required
- Participant
  Required
- Matter
  Required
Action
Write
- Company/Business Name
  Required
- Physical Address - Line 1
- Physical Address - Line 2
- Physical Address - City
- Physical Address -State/Province
- Physical Address - ZIP/Post Code
- Physical Address - Country Code
  Required
- Mailing Address - Line 1
- Mailing Address - Line 2
- Mailing Address - City
- Mailing Address - State/Province
- Mailing Address - ZIP/Post Code
- Mailing Address - Country
  Required
- 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
Action
Write
- Salutation
- First Name
- Middle Name(s)
- Last Name
  Required
- 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 Code
  Required
- Mailing Address - Line 1
- Mailing Address - Line 2
- Mailing Address - City
- Mailing Address - State/Province
- Mailing Address - ZIP/Post Code
- Mailing Address - Country
  Required
- 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
Action
Write
- Matter Id
  Required
- Date
  Required
- Description
  Required
- Quantity
- Unit price
  Required
- Includes Tax
  Required
- Tax Code Id
  Required
Action
Write
- Id
  Required
- Company/Business Name
  Required
- Physical Address - Line 1
- Physical Address - Line 2
- Physical Address - City
- Physical Address -State/Province
- Physical Address - ZIP/Post Code
- Physical Address - Country Code
  Required
- Mailing Address - Line 1
- Mailing Address - Line 2
- Mailing Address - City
- Mailing Address - State/Province
- Mailing Address - ZIP/Post Code
- Mailing Address - Country
  Required
- 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
Action
Write
- Id
  Required
- Salutation
- First Name
- Middle Name(s)
- Last Name
  Required
- 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 Code
  Required
- Mailing Address - Line 1
- Mailing Address - Line 2
- Mailing Address - City
- Mailing Address - State/Province
- Mailing Address - ZIP/Post Code
- Mailing Address - Country
  Required
- 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
Action
Write
- Custom Field Value Id
  Required
- Custom Field Value
  Required
Action
Write
- Api_docs_info
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Tax Code
  Required
Action
Search
- Search By
  Required
- Search Value
  Required
Action
Search
- Search property
  Required
- Search Value
  Required
Action
Search
- Search By
  Required
- Search Value
  Required
- Indentity Type
  Required
- Company/Business Name
  Required
- Salutation
- First Name
- Middle Name(s)
- Last Name
  Required
- 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 Code
  Required
- Mailing Address - Line 1
- Mailing Address - Line 2
- Mailing Address - City
- Mailing Address - State/Province
- Mailing Address - ZIP/Post Code
- Mailing Address - Country
  Required
- 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
Action
Search or write
- Search property
  Required
- Search Value
  Required
- Indentity Type
  Required
- Company/Business Name
  Required
- Salutation
- First Name
- Middle Name(s)
- Last Name
  Required
- 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 Code
  Required
- Mailing Address - Line 1
- Mailing Address - Line 2
- Mailing Address - City
- Mailing Address - State/Province
- Mailing Address - ZIP/Post Code
- Mailing Address - Country
  Required
- 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
Action
Search or write

Actionstep Help & Support

Common questions

Connect Your App Accounts to Zapier

Manage Your App Connections

Use the Power of AI to Generate Zaps (Beta)

What Should I Do in Zapier If I Change an App Account Password

About Actionstep

Actionstep is a Legal Practice Management Solution for Law firms.

HelpHelp

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

Actionstep Integrations

Do more with Actionstep integrations

Top companies trust Zapier to automate work and free up time

Join millions worldwide who automate their work using Zapier

Quickly automate Actionstep integrations with Zapier's templates

Create Actionstep individual contacts from new Smith.ai calls

Add new Actionstep contacts to Xero

Create new Microsoft Outlook contacts from new Actionstep contacts

Create time entries for new matters in Actionstep

Add new Actionstep contacts to Mailchimp as subscribers

Create matters in Actionstep for new Cognito Forms entries

Create Actionstep individual contacts from new Smith.ai calls

Add new Actionstep contacts to Xero

Create new Microsoft Outlook contacts from new Actionstep contacts

Create time entries for new matters in Actionstep

Add new Actionstep contacts to Mailchimp as subscribers

Create matters in Actionstep for new Cognito Forms entries

Create matters on Actionstep for new Google Ads leads

Create Actionstep individual contacts from new chats in Smith.ai

Add new chat leads from Chat Agents as contacts with notes in Actionstep

Share updates from Actionstep as funnel events to Facebook Conversions

Add participants to Actionstep matters when new workflows are completed in Gavel

Send funnel events to Facebook Conversions from Actionstep

Create matters on Actionstep for new Google Ads leads

Create Actionstep individual contacts from new chats in Smith.ai

Add new chat leads from Chat Agents as contacts with notes in Actionstep

Share updates from Actionstep as funnel events to Facebook Conversions

Add participants to Actionstep matters when new workflows are completed in Gavel

Send funnel events to Facebook Conversions from Actionstep

Supported triggers and actions

Actionstep Help & Support

Common questions

Connect Your App Accounts to Zapier

Manage Your App Connections

Use the Power of AI to Generate Zaps (Beta)

What Should I Do in Zapier If I Change an App Account Password

Popular Actionstep Integrations

Popular Actionstep Integrations