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1. Choose trigger event

2. Choose action

1. Select the event

Setup

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Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "New Matter" from Actionstep.

Add your action

An action happens after the trigger—such as "Run Audit" in My Web Audit.

You’re connected!

Zapier seamlessly connects Actionstep and My Web Audit, automating your workflow.

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.

New Matter
Triggers when an action/matter is created.
Trigger
Instant
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New File Note
Triggers when a new file note is created.
Trigger
Instant
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Matter Step Changed
Triggers when a step change occurs on an action/matter.
Trigger
Instant
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Updated Matter
Triggers when an existing Matter is updated.
Trigger
Instant
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- 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
Add New Task
Triggers when a new To-Do task is added to your account.
Trigger
Polling
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Audit Email Sent
Triggers when an email has been sent for the audit the first time.
Trigger
Polling
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Audit Submission
Triggers when a new audit generated including the company profile.
Trigger
Polling
Try It
Lead Widget Submission
This trigger will be triggered when a lead widget submission occurs in your My Web Audit account.
Trigger
Polling
Try It
- Company Name
  Required
- Website URL
  Required
- Name
- Email
- Phone
- Template Token
- Language
  Required
Action
Write
- Company Name
  Required
- Website URL
  Required
- Name
- Email
- Phone
- Template Token
- Language
  Required
Action
Write
- Company Name
  Required
- Website URL
  Required
- Name
- Email
- Phone
- Template Token
  Required
- Automatically Run System Checks
  Required
Action
Write
- Company Name
  Required
- Website URL
  Required
- Keyword Phrase
- Name
- Email
- Phone
- Primary Service Area
- Template Token
  Required
- Automatically Run System Checks
  Required
Action
Write
- Company Name
  Required
- Landing Page URL
  Required
- Name
- Email
- Phone
- Location
- Template Token
  Required
- Automatically Run System Checks
  Required
Action
Write
- Company Name
  Required
- Website URL
  Required
- Name
- Email
- Phone
- Primary Service Area
- Template Token
  Required
- Automatically Run System Checks
  Required
Action
Write
- Company Name
  Required
- Website URL
- Name
- Email
- Phone
- Average Monthly Website Visitors
  Required
- Number of Monthly Sales Generated
  Required
- Average Sale Value ($)
  Required
- Average Number of Transactions
  Required
- Template Token
  Required
Action
Write
- Company Name
  Required
- Keyword
  Required
- Name
- Email
- Phone
- Primary Service Area
- Template Token
- Language
  Required
Action
Write
- Company Name
  Required
- Website URL
  Required
- Name
- Email
- Phone
- Template Token
- Language
  Required
Action
Write
- Company Name
  Required
- Name
- Email
- Phone
- Monthly Website Visitors
  Required
- Monthly Leads Generated
  Required
- Qualified Leads (%)
  Required
- Successful Customers (%)
  Required
- Average Transaction Value ($)
  Required
- Average Number of Transactions
  Required
- Template Token
- Language
  Required
Action
Write

New Matter Participant
Triggers when a participant/contact is added to an action/matter.
Trigger
Instant
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New Contact
Triggers when a participant/contact is created.
Trigger
Instant
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New Task
Triggers when a new task is created.
Trigger
Instant
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- 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
Audit Email Read
Triggers when the user reads the email the first time.
Trigger
Polling
Try It
Audit Report Read
Triggers when the user views the report the first time.
Trigger
Polling
Try It
Audit Widget Submission
Triggers when a user submits the audit widget form on your website.
Trigger
Polling
Try It
- Name
- Company Name
- Email
  Required
- Phone
- Template Token
- Website URL
  Required
- Primary Target Keyword
- Enable Competitive Analysis
  Required
- Competitor 1 Website URL
- Competitor 2 Website URL
- Automatically Run System Checks
Action
Write
- Company Name
  Required
- Website URL
  Required
- Keyword
- Name
- Email
- Phone
- Primary service area (City/State/Country)
- Template Token
  Required
- Automatically Run System Checks
  Required
Action
Write
- Company Name
  Required
- Website URL
  Required
- Name
- Email
- Phone
- Template Token
- Language
  Required
Action
Write
- Company Name
  Required
- Website URL
  Required
- Primary Keyword
  Required
- Additional Keyword 1
- Additional Keyword 2
- Name
- Email
- Phone
- Primary Target Address
  Required
- Distance Between Grid Points
  Required
- Distance Type
  Required
- Competitor Company Name 1
  Required
- Competitor Website URL 1
  Required
- Competitor Primary Target Address 1
- Competitor Company Name 2
- Competitor Website URL 2
- Competitor Primary Target Address 2
- Template Token
  Required
- Automatically Run System Checks
  Required
Action
Write
- Company Name
  Required
- Primary Keyword
- Additional Keyword 1
- Additional Keyword 2
- Name
- Email
- Phone
- Primary Service Area
  Required
- Distance Between Grid Points
  Required
- Distance Type
  Required
- Template Token
  Required
- Automatically Run System Checks
  Required
Action
Write
- Company Name
  Required
- Website URL
  Required
- Keyword Phrase
  Required
- Name
- Email
- Phone
- Primary Service Area
  Required
- Template Token
  Required
- Automatically Run System Checks
  Required
Action
Write
- Company Name
  Required
- Website URL
- Name
- Email
- Phone
- Monthly Website Visitors
  Required
- Monthly Leads Generated
  Required
- Qualified Leads (%)
  Required
- Successful Customers (%)
  Required
- Average Transaction Value ($)
  Required
- Average Number of Transactions
  Required
- Template Token
  Required
Action
Write
- Company Name
  Required
- Website URL
  Required
- Keyword
- Name
- Email
- Phone
- Primary service area (City/State/Country)
- Template Token
  Required
- Automatically Run System Checks
  Required
Action
Write
- Company Name
  Required
- Website URL
  Required
- Keyword
  Required
- Name
- Email
- Phone
- Primary Service Area (City/State/Country)
- Template Token
- Language
  Required
Action
Write
- Company Name
  Required
- Name
- Email
- Phone
- Average Monthly Website Visitors
  Required
- Monthly Sales Generated
  Required
- Average Sale Value ($)
  Required
- Average Number of Transactions
  Required
- Template Token
- Language
  Required
Action
Write
- Company Name
  Required
- Website URL
  Required
- Keyword
- Name
- Email
- Phone
- Primary Service Area (City/State/Country)
- Template Token
- Language
  Required
Action
Write

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Connect Actionstep and My Web Audit to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

Make work flow with AI

Level up your Actionstep to My Web Audit integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

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 My Web Audit

My Web Audit is an audit and reporting tool to help agencies generate more leads and close more deals.