Actionstep + Microsoft Outlook + Gravity Forms Integrations

How to connect Actionstep + Microsoft Outlook + Gravity Forms

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Do even more with Actionstep + Microsoft Outlook + Gravity Forms

With Zapier, you can do more than just connect your apps - you can automate entire processes from beginning to end! Check out the following list of triggers and actions you can use with Actionstep, Microsoft Outlook, and Gravity Forms. And don’t forget that you can add more apps and actions to create complex workflows.

Supported triggers and actions

What does this mean?

New Matter
Triggers when an action/matter is created.
Trigger
Instant
New Matter Participant
Triggers when a participant/contact is added to an action/matter.
Trigger
Instant
New File Note
Triggers when a new file note is created.
Trigger
Instant
New Contact
Triggers when a participant/contact is created.
Trigger
Instant
Matter Step Changed
Triggers when a step change occurs on an action/matter.
Trigger
Instant

New Task
Triggers when a new task is created.
Trigger
Instant
Updated Matter
Triggers when an existing Matter is updated.
Trigger
Instant

Add Participant to Matter
Adds a participant to an action/matter.
Action
Write

Actionstep
Creates a new action/matter.
Scheduled
Action
Actionstep
Creates a company contact.
Scheduled
Action
Actionstep
Creates a new file note for an action/matter.
Scheduled
Action
Actionstep
Creates an individual contact.
Scheduled
Action
Actionstep
Creates a task for an action/matter.
Scheduled
Action
Actionstep
Create a disbursement.
Scheduled
Action
Actionstep
Creates a time entry.
Scheduled
Action
Actionstep
Update company contact
Scheduled
Action
Actionstep
Updates an existing file note.
Scheduled
Action
Actionstep
Update an individual contact
Scheduled
Action
Actionstep
Updates a matter.
Scheduled
Action
Actionstep
Updates a matter custom field value.
Scheduled
Action
Actionstep
Updates a task.
Scheduled
Action
Actionstep
Find a matter custom field based on the supplied custom field name.
Scheduled
Action
Actionstep
Finds a tax code record based on the supplied code.
Scheduled
Action
Actionstep
Retrieve a matter custom field value based on the supplied custom field id and matter id.
Scheduled
Action
Actionstep
Find a contact/participant by name or ID.
Scheduled
Action
Actionstep
Finds a matter/action by name or ID.
Scheduled
Action
Actionstep
Find a contact based on different search criteria.
Scheduled
Action
Actionstep
Find a matter based on different search criteria.
Scheduled
Action
Actionstep
Find or Create Contact
Scheduled
Action
Actionstep
Find or Create Matter
Scheduled
Action
Actionstep
Find or Create Participant
Scheduled
Action
Actionstep
Find a contact based on different search criteria.
Scheduled
Action
Microsoft Outlook
Triggers at a specified time before an event in your calendar starts.
Scheduled
Trigger
Microsoft Outlook
Triggers when a new event is created in your calendar.
Scheduled
Trigger
Microsoft Outlook
Triggers when a new contact is added to your account
Scheduled
Trigger
Microsoft Outlook
Triggers when a new e-mail is received in your inbox.
Scheduled
Trigger
Microsoft Outlook
Triggers when an event is updated.
Scheduled
Trigger
Microsoft Outlook
Create an event in the calendar of your choice.
Scheduled
Action
Microsoft Outlook
Creates a new contact.
Scheduled
Action
Microsoft Outlook
Creates a draft of an email that can then be reviewed and sent out.
Scheduled
Action
Microsoft Outlook
Send an email from your Outlook account.
Scheduled
Action
Microsoft Outlook
Updates a contact.
Scheduled
Action
Microsoft Outlook
Search for a contact.
Scheduled
Action
Microsoft Outlook
this is the description.
Scheduled
Action
Gravity Forms
Triggers when the specified form is submitted.
Instant
Trigger
Gravity Forms
Creates a new form entry.
Scheduled
Action
Gravity Forms
Creates an entry and fires all events associated with a form submission such as notifications and add-on feeds.
Scheduled
Action

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How Actionstep + Microsoft Outlook + Gravity Forms Integrations Work

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