Create integrations between Actionstep and Cognito Forms to automate any workflow
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Quickly automate workflows with Actionstep and Cognito Forms using Zapier's templates.
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How Zapier works
Zapier lets you build automated workflows between two or more apps—no code necessary. These workflows are called Zaps, and this is how they work.
A trigger is where automation begins
Now it's time for action
And that's it! You've just created a Zap.
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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 when an action/matter is created.Try ItTriggerInstant
New File Note
Triggers when a new file note is created.Try ItTriggerInstant
Matter Step Changed
Triggers when a step change occurs on an action/matter.Try ItTriggerInstant
Triggers when an existing Matter is updated.Try ItTriggerInstant
New Matter Participant
Triggers when a participant/contact is added to an action/matter.Try ItTriggerInstant
Triggers when a participant/contact is created.Try ItTriggerInstant
Triggers when a new task is created.Try ItTriggerInstant