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Actionstep + Google Sheets

Actionstep + Google Sheets

Actionstep + Google Sheets integrations

Create file notes in Actionstep for new or updated rows in Google Sheets

Effortlessly manage documents between Google Sheets and Actionstep with this streamlined workflow. When any new update occurs in your Google Sheets row, this automation promptly creates a corresponding note within your Actionstep files. This workflow is a simple and efficient solution for ensuring that your Actionstep notes consistently reflect your most recent spreadsheet updates.

When this happens...
New or Updated Spreadsheet RowTriggers when a new row is added or modified in a spreadsheet.
TriggerInstant
automatically do this!
Create File NoteCreates a new file note for an action/matter.
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More things you can do with Google Sheets and Actionstep

Discover other triggers and actions you can use with Google Sheets and Actionstep

- Dont_change_sheet_structure
- Drive
- Spreadsheet
  Required
- Worksheet
  Required
Trigger
Polling
Try It
- Drive
Trigger
Polling
Try It
- Dont_change_sheet_structure
- No_team_drive
- Spreadsheet
  Required
- Worksheet
  Required
- Trigger column
Trigger
Instant
Try It
- Drive
- Spreadsheet
  Required
- Worksheet
  Required
- Column_name
  Required
- Index
Action
Write
- Drive
- Spreadsheet
  Required
- Worksheet
  Required
Action
Write

- Drive
- Spreadsheet
  Required
- Worksheet
  Required
- Frozen Rows Count
- Frozen Columns Count
- Sheet Position
- Hide Sheet
Action
Write
- Drive
- Spreadsheet
  Required
- Worksheet
  Required
- Source Range
  Required
- Destination Range
  Required
- Paste Type
Action
Write

- Drive
- Title
  Required
- Spreadsheet to Copy
- Headers
Action
Write
- Info
- Drive
- Spreadsheet
  Required
- Worksheet
  Required
- Row(s)
  Required
Action
Write
- Info
- Drive
- Spreadsheet
  Required
- Worksheet
  Required
- Row(s)
  Required
Action
Write
- Drive
- Spreadsheet
  Required
- Worksheet
  Required
- Row
  Required
- Background Color
- Text Color
- Bold
- Italic
- Strikethrough
Action
Write
- Drive
- Spreadsheet
  Required
- Worksheet
  Required
- Cell Range
  Required
- Validation Type
  Required
- Input Message
- Strict Validation
Action
Write
- Drive
- Spreadsheet
  Required
- Worksheet
  Required
- Row
  Required
- Background Color
- Text Color
- Bold
- Italic
- Strikethrough
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Drive
- Spreadsheet
  Required
- Title
  Required
Action
Search
- Drive
- Spreadsheet
  Required
- Worksheet
  Required
- Columns
  Required
- Row count
  Required
- Output format
- First row
Action
Search
- Spreadsheet ID
  Required
- Include Grid Data
Action
Search
- Drive
- Spreadsheet
  Required
- Title
  Required
- Overwrite existing worksheet with the same title
- Headers
Action
Search or write
New Matter
Triggers when an action/matter is created.
Trigger
Instant
Try It
New File Note
Triggers when a new file note is created.
Trigger
Instant
Try It
Matter Step Changed
Triggers when a step change occurs on an action/matter.
Trigger
Instant
Try It
Updated Matter
Triggers when an existing Matter is updated.
Trigger
Instant
Try It
- Assigned to Participant ID
- Action Type
  Required
- Action Name
  Required
- Action Status
  Required
- File Reference
- Priority
- File Note
- Import External Reference
Action
Write
- Matter
  Required
- Note Text
  Required
Action
Write
- Rate Sheet
- Assigned To
  Required
- Action ID
  Required
- Task Name
  Required
- Task Status
  Required
- Priority
  Required
- Due Date
  Required
- Actual Hours
  Required
- Billable Hours
  Required
- Started Date/Time
- Completed Date/Time
- Description
Action
Write
- Date
- Description
  Required
- Actual Hours
  Required
- Billable Hours
- Rate
- Matter Id
Action
Write
- File Note Id
  Required
- Note Content
  Required
Action
Write
- Matter Id
  Required
- Assign to Participant Id
- Name
- Status
- Reference
- Priority
- Import External Reference
Action
Write
- Task Id
  Required
- Status
- Priority
- Assigned To
- Due Date
- Actual Hours
- Billable Hours
- Completed Date/Time
Action
Write
- Custom Field Name
  Required
Action
Search
- Custom Field Id
  Required
- Matter Id
  Required
Action
Search
- Search By
  Required
- Search Value
  Required
Action
Search
- Search property
  Required
- Search value
  Required
Action
Search
- Search By
  Required
- Search Value
  Required
- Assigned to Participant ID
- Action Type
  Required
- Action Name
  Required
- Action Status
  Required
- File Reference
- Priority
- File Note
- Import External Reference
Action
Search or write

- Dont_change_sheet_structure
- No_team_drive
- Spreadsheet
  Required
- Worksheet
  Required
Trigger
Instant
Try It
- Dont_change_sheet_structure
- Drive
- Spreadsheet
  Required
- Worksheet
  Required
- Trigger column
Trigger
Polling
Try It
- Drive
- Spreadsheet
  Required
Trigger
Polling
Try It
- Drive
- Spreadsheet
  Required
- Worksheet
  Required
- Use Timezone set up on the spreadsheet to format date values?
Action
Write
- Drive
- Spreadsheet
  Required
- Worksheet
  Required
Action
Write
- Drive
- Spreadsheet
  Required
- Worksheet
  Required
- Cell Range
  Required
- Condition Type
  Required
- Background Color
- Text Color
- Bold Text
- Italic Text
Action
Write
- Drive
- Spreadsheet Containing the Worksheet to Copy
  Required
- Worksheet to Copy
  Required
- Copy Worksheet Destination
Action
Write
- Drive
- Spreadsheet
  Required
- Title
  Required
- Overwrite existing worksheet with the same title
- Headers
Action
Write
- Drive
- Spreadsheet
  Required
- Worksheet
  Required
- Confirm Deletion
  Required
Action
Write
- Drive
- Spreadsheet
  Required
- Worksheet
  Required
- Cell Range
  Required
- Format Type
  Required
Action
Write
- Spreadsheet
  Required
- Worksheet
  Required
- New Sheet Name
  Required
Action
Write
- Drive
- Spreadsheet
  Required
- Worksheet
  Required
- Cell Range
  Required
- Sort by Column
  Required
- Sort Order
  Required
Action
Write
- Drive
- Spreadsheet
  Required
- Worksheet
  Required
Action
Write
- Drive
- Spreadsheet
  Required
- Worksheet
  Required
- Lookup column
  Required
- Lookup value
  Required
- Supporting lookup column
- Supporting lookup value
- Search from last row
- Row count
Action
Search
- Drive
- Spreadsheet
  Required
- Worksheet
  Required
- A1 Range
  Required
Action
Search
- Drive
- Spreadsheet
  Required
- Worksheet
  Required
- Row ID
  Required
Action
Search
- Drive
- Spreadsheet
  Required
- Worksheet
  Required
- Lookup column
  Required
- Lookup value
  Required
- Supporting lookup column
- Supporting lookup value
- Search from last row
- Row count
Action
Search
- Drive
- Spreadsheet
  Required
- Worksheet
  Required
- Lookup column
  Required
- Lookup value
  Required
- Supporting lookup column
- Supporting lookup value
- Search from last row
- Row count
Action
Search or write
New Matter Participant
Triggers when a participant/contact is added to an action/matter.
Trigger
Instant
Try It
New Contact
Triggers when a participant/contact is created.
Trigger
Instant
Try It
New Task
Triggers when a new task is created.
Trigger
Instant
Try It
- Participant Type
  Required
- Participant
  Required
- Matter
  Required
Action
Write
- Company/Business Name
  Required
- Physical Address - Line 1
- Physical Address - Line 2
- Physical Address - City
- Physical Address -State/Province
- Physical Address - ZIP/Post Code
- Physical Address - Country Code
  Required
- Mailing Address - Line 1
- Mailing Address - Line 2
- Mailing Address - City
- Mailing Address - State/Province
- Mailing Address - ZIP/Post Code
- Mailing Address - Country
  Required
- Phone 1 - Label
- Phone 1 - Country Code
- Phone 1 - Area Code
- Phone 1 - Number
- Phone 1 - Notes
- Fax Number
- SMS Number
- Email Address
- Website Address
- Division ID
- Phone 2 - Label
- Phone 2 - Country Code
- Phone 2 - Area Code
- Phone 2 - Number
- Phone 2 - Notes
- Phone 3 - Label
- Phone 3 - Country Code
- Phone 3 - Area Code
- Phone 3 - Number
- Phone 3 - Notes
- Phone 4 - Label
- Phone 4 - Country Code
- Phone 4 - Area Code
- Phone 4 - Number
- Phone 4 - Notes
- Import External Reference
Action
Write
- Salutation
- First Name
- Middle Name(s)
- Last Name
  Required
- Suffix
- Preferred Name
- Physical Address - Line 1
- Physical Address - Line 2
- Physical Address - City
- Physical Address -State/Province
- Physical Address - ZIP/Post Code
- Physical Address - Country Code
  Required
- Mailing Address - Line 1
- Mailing Address - Line 2
- Mailing Address - City
- Mailing Address - State/Province
- Mailing Address - ZIP/Post Code
- Mailing Address - Country
  Required
- Phone 1 - Label
- Phone 1 - Country Code
- Phone 1 - Area Code
- Phone 1 - Number
- Phone 1 - Notes
- Fax Number
- SMS Number
- Email Address
- Website Address
- Occupation
- Birthday
- Date of Death
- Marital Status
- Gender
- Division ID
- Phone 2 - Label
- Phone 2 - Country Code
- Phone 2 - Area Code
- Phone 2 - Number
- Phone 2 - Notes
- Phone 3 - Label
- Phone 3 - Country Code
- Phone 3 - Area Code
- Phone 3 - Number
- Phone 3 - Notes
- Phone 4 - Label
- Phone 4 - Country Code
- Phone 4 - Area Code
- Phone 4 - Number
- Phone 4 - Notes
- Import External Reference
Action
Write
- Matter Id
  Required
- Date
  Required
- Description
  Required
- Quantity
- Unit price
  Required
- Includes Tax
  Required
- Tax Code Id
  Required
Action
Write
- Id
  Required
- Company/Business Name
- Physical Address - Line 1
- Physical Address - Line 2
- Physical Address - City
- Physical Address - State/Province
- Physical Address - ZIP/Post Code
- Physical Address - Country Code
- Mailing Address - Line 1
- Mailing Address - Line 2
- Mailing Address - City
- Mailing Address - State/Province
- Mailing Address - ZIP/Post Code
- Mailing Address - Country Code
- Phone 1 - Label
- Phone 1 - Country Code
- Phone 1 - Area Code
- Phone 1 - Number
- Phone 1 - Notes
- Fax Number
- SMS Number
- Email Address
- Website Address
- Phone 2 - Label
- Phone 2 - Country Code
- Phone 2 - Area Code
- Phone 2 - Number
- Phone 2 - Notes
- Phone 3 - Label
- Phone 3 - Country Code
- Phone 3 - Area Code
- Phone 3 - Number
- Phone 3 - Notes
- Phone 4 - Label
- Phone 4 - Country Code
- Phone 4 - Area Code
- Phone 4 - Number
- Phone 4 - Notes
- Import External Reference
Action
Write
- Id
- Salutation
- First Name
- Middle Names(s)
- Last Name
- Suffix
- Preferred Name
- Physical Address - Line 1
- Physical Address - Line 2
- Physical Address - City
- Physical Address - State/Province
- Physical Address - ZIP/Post Code
- Physical Address - Country Code
- Mailing Address - Line 1
- Mailing Address - Line 2
- Mailing Address - City
- Mailing Address - State/Province
- Mailing Address - ZIP/Post Code
- Mailing Address - Country Code
- Phone 1 - Label
- Phone 1 - Country Code
- Phone 1 - Area Code
- Phone 1 - Number
- Phone 1 - Notes
- Fax Number
- SMS Number
- Email Address
- Website Address
- Occupation
- Birthday
- Date of Death
- Marital Status
- Gender
- Phone 2 - Label
- Phone 2 - Country Code
- Phone 2 - Area Code
- Phone 2 - Number
- Phone 2 - Notes
- Phone 3 - Label
- Phone 3 - Country Code
- Phone 3 - Area Code
- Phone 3 - Number
- Phone 3 - Notes
- Phone 4 - Label
- Phone 4 - Country Code
- Phone 4 - Area Code
- Phone 4 - Number
- Phone 4 - Notes
- Import External Reference
Action
Write
- Custom Field Value Id
  Required
- Custom Field Value
  Required
Action
Write
- Api_docs_info
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Tax Code
  Required
Action
Search
- Search By
  Required
- Search Value
  Required
Action
Search
- Search property
  Required
- Search value
  Required
Action
Search
- Search By
  Required
- Search Value
  Required
- Indentity Type
  Required
- Company/Business Name
- Salutation
- First Name (Individual Only)
- Middle Name(s) (Individual Only)
- Last Name (Individual Only)
- Suffix (Individual Only)
- Preferred Name (Individual Only)
- Physical Address - Line 1
- Physical Address - Line 2
- Physical Address - City
- Physical Address -State/Province
- Physical Address - ZIP/Post Code
- Physical Address - Country Code
  Required
- Mailing Address - Line 1
- Mailing Address - Line 2
- Mailing Address - City
- Mailing Address - State/Province
- Mailing Address - ZIP/Post Code
- Mailing Address - Country
  Required
- Phone 1 - Label
- Phone 1 - Country Code
- Phone 1 - Area Code
- Phone 1 - Number
- Phone 1 - Notes
- Fax Number
- SMS Number
- Email Address
- Website Address
- Occupation (Individual Only)
- Birthday
- Date of Death
- Marital Status
- Gender
- Division ID
- Phone 2 - Label
- Phone 2 - Country Code
- Phone 2 - Area Code
- Phone 2 - Number
- Phone 2 - Notes
- Phone 3 - Label
- Phone 3 - Country Code
- Phone 3 - Area Code
- Phone 3 - Number
- Phone 3 - Notes
- Phone 4 - Label
- Phone 4 - Country Code
- Phone 4 - Area Code
- Phone 4 - Number
- Phone 4 - Notes
- Import External Reference
Action
Search or write
- Search property
  Required
- Search value
  Required
- Indentity Type
  Required
- Company/Business Name
- Salutation
- First Name (Individual Only)
- Middle Name(s) (Individual Only)
- Last Name (Individual Only)
- Suffix (Individual Only)
- Preferred Name (Individual Only)
- Physical Address - Line 1
- Physical Address - Line 2
- Physical Address - City
- Physical Address -State/Province
- Physical Address - ZIP/Post Code
- Physical Address - Country Code
  Required
- Mailing Address - Line 1
- Mailing Address - Line 2
- Mailing Address - City
- Mailing Address - State/Province
- Mailing Address - ZIP/Post Code
- Mailing Address - Country
  Required
- Phone 1 - Label
- Phone 1 - Country Code
- Phone 1 - Area Code
- Phone 1 - Number
- Phone 1 - Notes
- Fax Number
- SMS Number
- Email Address
- Website Address
- Occupation (Individual Only)
- Birthday
- Date of Death
- Marital Status
- Gender
- Division ID
- Phone 2 - Label
- Phone 2 - Country Code
- Phone 2 - Area Code
- Phone 2 - Number
- Phone 2 - Notes
- Phone 3 - Label
- Phone 3 - Country Code
- Phone 3 - Area Code
- Phone 3 - Number
- Phone 3 - Notes
- Phone 4 - Label
- Phone 4 - Country Code
- Phone 4 - Area Code
- Phone 4 - Number
- Phone 4 - Notes
- Import External Reference
Action
Search or write

About Actionstep

Actionstep is a Legal Practice Management Solution for Law firms.

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CRM (Customer Relationship Management)

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About Google Sheets

Create, edit, and share spreadsheets wherever you are with Google Sheets, and get automated insights from your data.

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Create spreadsheet rows in Google Sheets for new matters in Actionstep