Actionstep + Gavel integrations
Add participants to Actionstep matters when new workflows are completed in Gavel
This Zapier automation will add a participant to an existing matter in Actionstep when your team or a client completes a new Gavel workflow. This allows you to collect data in Gavel and automatically record relevant information from that large dataset in Actionstep, saving you time and reducing the chance of errors.
- When this happens...Workflow CompletedTriggers when a workflow is completed.
- automatically do this!Add Participant to MatterAdds a participant to an action/matter.
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More things you can do with Gavel and Actionstep
Discover other triggers and actions you can use with Gavel and Actionstep
- Workflow NameRequired
Try ItTriggerInstant- New Matter
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
- Workflow NameRequired
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ActionWrite- New Matter Participant
Triggers when a participant/contact is added to an action/matter.
Try ItTriggerInstant - New Contact
Triggers when a participant/contact is created.
Try ItTriggerInstant - New Task
Triggers when a new task is created.
Try ItTriggerInstant
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Gavel is a no-code platform for document automation and building expert systems.
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