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Actionstep + ActiveCampaign

Create or update ActiveCampaign contacts when new contacts are added in Actionstep

Effortlessly maintain your contacts between Actionstep and ActiveCampaign with this seamless workflow. Whenever you add a new contact in Actionstep, this automation will create or update the contact in ActiveCampaign, ensuring your lists stay up to date and you never miss any important connections. Save time, reduce manual data entry, and keep your contact database organized and synchronized.

Effortlessly maintain your contacts between Actionstep and ActiveCampaign with this seamless workflow. Whenever you add a new contact in Actionstep, this automation will create or update the contact in ActiveCampaign, ensuring your lists stay up to date and you never miss any important connections. Save time, reduce manual data entry, and keep your contact database organized and synchronized.

  1. When this happens...
    ActionstepActionstep
    New Contact

    Triggers when a participant/contact is created.

    TriggerInstant
  2. automatically do this!
    ActiveCampaignActiveCampaign
    Create or Update Contact

    Creates a new contact, or updates an existing contact.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Actionstep triggers, actions, and search

    New Matter

    Triggers when an action/matter is created.

    Trigger
    Instant
    Try It
  • Actionstep triggers, actions, and search

    Matter Step Changed

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

    Trigger
    Instant
    Try It
  • Actionstep triggers, actions, and search

    Updated Matter

    Triggers when an existing Matter is updated.

    Trigger
    Instant
    Try It
  • Actionstep triggers, actions, and search

    New Matter Participant

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

    Trigger
    Instant
    Try It
  • Actionstep triggers, actions, and search

    New Contact

    Triggers when a participant/contact is created.

    Trigger
    Instant
    Try It
    • Participant TypeRequired

    • ParticipantRequired

    • MatterRequired

    Action
    Write
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actionstep logo

About Actionstep

Actionstep is a Legal Practice Management Solution for Law firms.
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Related categories

  • CRM (Customer Relationship Management)

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activecampaign logo
activecampaign logo

About ActiveCampaign

ActiveCampaign is a customer experience automation (CXA) platform that helps businesses meaningfully engage customers. Access pre-built automations that combine transactional email and email marketing, marketing automation, ecommerce marketing, and CRM for powerful segmentation and personalization across social, email, messaging, chat, and text.

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