Actionstep Integrations
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The following Actionstep Triggers, Searches, Filters, and Actions are supported by Zapier:
Triggers
Triggers when an action/matter is created.
Triggers when a participant/contact is added to an action/matter.
Triggers when a step change occurs on an action/matter.
Triggers when a participant/contact is created.
Triggers when a new file note is created.
Triggers when a new task is created.
Actions
Creates a new action/matter.
Creates an individual contact.
Creates a new file note for an action/matter.
Creates a company contact.
Adds a participant to an action/matter.
Creates a task for an action/matter.
Searches
Find a contact/participant by name or ID.
Find or Create Contact
Find or Create Participant
Finds a matter/action by name or ID.
Find or Create Matter