Actionstep + Microsoft SharePoint

Create new Microsoft SharePoint list items from new Actionstep matters

Efficiently manage your projects with this workflow. When a new matter arises in Actionstep, it prompts the creation of a list item in Microsoft SharePoint. This automation facilitates seamless data transfer between the two platforms, keeping your SharePoint lists up-to-date, and reducing the time you spend juggling between apps.

Efficiently manage your projects with this workflow. When a new matter arises in Actionstep, it prompts the creation of a list item in Microsoft SharePoint. This automation facilitates seamless data transfer between the two platforms, keeping your SharePoint lists up-to-date, and reducing the time you spend juggling between apps.

  1. When this happens...
    ActionstepActionstep
    New Matter

    Triggers when an action/matter is created.

    TriggerInstant
  2. automatically do this!
    Microsoft SharePointMicrosoft SharePoint
    Create List Item

    Creates a new item on a list.

    ActionWrite
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Supported triggers and actions

  • Actionstep triggers, actions, and search

    New Matter

    Triggers when an action/matter is created.

    Trigger
    Instant
    Try It
  • Actionstep triggers, actions, and search

    New File Note

    Triggers when a new file note is created.

    Trigger
    Instant
    Try It
  • Actionstep triggers, actions, and search

    Matter Step Changed

    Triggers when a step change occurs on an action/matter.

    Trigger
    Instant
    Try It
  • Actionstep triggers, actions, and search

    Updated Matter

    Triggers when an existing Matter is updated.

    Trigger
    Instant
    Try It