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Actionstep + PlatoForms Integrations

How to connect Actionstep + PlatoForms

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Supported triggers and actions

What does this mean?

How Actionstep + PlatoForms Integrations Work

  1. Step 1: Authenticate Actionstep and PlatoForms.
    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
actionstep logo
actionstep logo

About Actionstep

Actionstep is a Legal Practice Management Solution for Law firms.

Related categories

  • CRM (Customer Relationship Management)
platoforms logo
platoforms logo

About PlatoForms

PlatoForms converts any PDF to an online web form to let your clients fill out PDF forms in the browser.

Related categories

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