Actionstep + FileInvite Integrations

How to connect Actionstep + FileInvite

Zapier lets you send info between Actionstep and FileInvite automatically—no code required.

When this happens...
Matter Step Changed

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

automatically do this!
Create Invite

Creates a new invite for an existing person.

Supported triggers and actions

What does this mean?

How Actionstep + FileInvite Integrations Work

  1. Step 1: Authenticate Actionstep + FileInvite.
    30 seconds
  2. Step 2: Pick one of the apps as a trigger, which will kick off your automation.
    15 seconds
  3. Step 3: Choose a resulting action from the other app.
    15 seconds
  4. Step 4: Select the data you want to send from one app to the other.
    2 minutes
  5. That’s it! More time to work on other things.
Connect apps

About Actionstep

Actionstep is a Legal Practice Management Solution for Law firms.

Related categories

  • CRM (Customer Relationship Management)
fileinvite logo
fileinvite logo
fileinvite logo

About FileInvite

FileInvite helps you collect documentation. Request files from clients, and the work to chase and collect them is fully automated for you.

Related categories

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