Actionstep Integrations

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Formstack

Forms & Surveys

6 Integrations

Microsoft Office 365

Email +1Email, Microsoft

18 Integrations

Gravity Forms

Forms & Surveys +1Forms & Surveys, WordPress

Connect Actionstep to 2,000+ Apps

    Actionstep Integration Details

    The following Actionstep Triggers, Searches, Filters, and Actions are supported by Zapier:

    Triggers

    InstantNew Matter

    Triggers when an action/matter is created.

    InstantNew Matter Participant

    Triggers when a participant/contact is added to an action/matter.

    InstantMatter Step Changed

    Triggers when a step change occurs on an action/matter.

    InstantNew Contact

    Triggers when a participant/contact is created.

    InstantNew File Note

    Triggers when a new file note is created.

    InstantNew Task

    Triggers when a new task is created.

    Actions

    Create Matter

    Creates a new action/matter.

    Create Individual Contact

    Creates an individual contact.

    Create File Note

    Creates a new file note for an action/matter.

    Create Company Contact

    Creates a company contact.

    Add Participant to Matter

    Adds a participant to an action/matter.

    Create Task

    Creates a task for an action/matter.

    Searches

    Find Contact

    Find a contact/participant by name or ID.

    Find or Create Contact

    Find or Create Contact

    Find or Create Participant

    Find or Create Participant

    Find Matter

    Finds a matter/action by name or ID.

    Find or Create Matter

    Find or Create Matter

    Connect Actionstep to 2,000+ Apps