Create integrations between Actionstep and Square to automate any workflow
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How Zapier works
Zapier lets you build automated workflows between two or more apps—no code necessary. These workflows are called Zaps, and this is how they work.
A trigger is where automation begins
Now it's time for action
And that's it! You've just created a Zap.
Connect Actionstep and Square 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
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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.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New File Note
Triggers when a new file note is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Matter Step Changed
Triggers when a step change occurs on an action/matter.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Updated Matter
Triggers when an existing Matter is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Assigned to Participant ID
Action TypeRequired
Action NameRequired
Action StatusRequired
File Reference
Priority
File Note
Import External Reference
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.MatterRequired
Note TextRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Rate Sheet
Assigned ToRequired
Action IDRequired
Task NameRequired
Task StatusRequired
PriorityRequired
Due DateRequired
Actual HoursRequired
Billable HoursRequired
Started Date/Time
Completed Date/Time
Description
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Date
DescriptionRequired
Actual HoursRequired
Billable Hours
Rate
Matter Id
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.File Note IdRequired
Note ContentRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Matter IdRequired
Assign to Participant Id
Name
Status
Reference
Priority
Import External Reference
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Task IdRequired
Status
Priority
Assigned To
Due Date
Actual Hours
Billable Hours
Completed Date/Time
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Custom Field NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appCustom Field IdRequired
Matter IdRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch ByRequired
Search ValueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch propertyRequired
Search valueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch ByRequired
Search ValueRequired
Assigned to Participant ID
Action TypeRequired
Action NameRequired
Action StatusRequired
File Reference
Priority
File Note
Import External Reference
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundSearch propertyRequired
Search valueRequired
Indentity TypeRequired
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 CodeRequired
Mailing Address - Line 1
Mailing Address - Line 2
Mailing Address - City
Mailing Address - State/Province
Mailing Address - ZIP/Post Code
Mailing Address - CountryRequired
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
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundLocationRequired
Team Member IDRequired
Customer IDRequired
Date and Time of AppointmentRequired
Appointment Service IDRequired
Note
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.First Name
Last Name
Email Address
Phone Number
Country
Street Address
Apt./Suite
City
State
ZIP
Other
Company
Nickname
Reference Id
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.LocationRequired
Customer ID
External Identifier
Buyer Email Address
Payment TypeRequired
Payment Note
QuantityRequired
AmountRequired
CurrencyRequired
Line Item Name
Catalog Item Variation ID
Pickup
Display Name
Carrier
Expected Ship Date/Time
Shipping Note
Fulfillment Email Address
Phone number of the fulfillment recipient
Address Line 1
Address Line 2
State
County
Country
City
Postal Code
Discount Type
Name
Percentage
Amount Discounted
Discount Currency
Name
Percentage
Type
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Customer IDRequired
GroupRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Customer IDRequired
First Name
Last Name
Email Address
Phone Number
Country
Street Address
Apt./Suite
City
State
ZIP
Other
Company
Nickname
Reference ID
Birthday
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Field Help
Email Address
Phone Number
Reference ID
ActionThis is an event a Zap performs.SearchFind existing data in your appField Help
Text Filter
Location
ActionThis is an event a Zap performs.SearchFind existing data in your appField Help
Email Address
Phone Number
Reference ID
First Name
Last Name
Country
Street Address
Apt./Suite
City
State
ZIP
Other
Company
Nickname
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
New Matter Participant
Triggers when a participant/contact is added to an action/matter.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Contact
Triggers when a participant/contact is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Task
Triggers when a new task is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Participant TypeRequired
ParticipantRequired
MatterRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Company/Business NameRequired
Physical Address - Line 1
Physical Address - Line 2
Physical Address - City
Physical Address -State/Province
Physical Address - ZIP/Post Code
Physical Address - Country CodeRequired
Mailing Address - Line 1
Mailing Address - Line 2
Mailing Address - City
Mailing Address - State/Province
Mailing Address - ZIP/Post Code
Mailing Address - CountryRequired
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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Salutation
First Name
Middle Name(s)
Last NameRequired
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 CodeRequired
Mailing Address - Line 1
Mailing Address - Line 2
Mailing Address - City
Mailing Address - State/Province
Mailing Address - ZIP/Post Code
Mailing Address - CountryRequired
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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Matter IdRequired
DateRequired
DescriptionRequired
Quantity
Unit priceRequired
Includes TaxRequired
Tax Code IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.IdRequired
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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Custom Field Value IdRequired
Custom Field ValueRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Api Docs Info
HTTP MethodRequired
URLRequired
Query String Parameters
Headers
Additional Request Headers
Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Tax CodeRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch ByRequired
Search ValueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch propertyRequired
Search valueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch ByRequired
Search ValueRequired
Indentity TypeRequired
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 CodeRequired
Mailing Address - Line 1
Mailing Address - Line 2
Mailing Address - City
Mailing Address - State/Province
Mailing Address - ZIP/Post Code
Mailing Address - CountryRequired
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
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundKeywordsRequired
Indentity TypeRequired
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 CodeRequired
Mailing Address - Line 1
Mailing Address - Line 2
Mailing Address - City
Mailing Address - State/Province
Mailing Address - ZIP/Post Code
Mailing Address - CountryRequired
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
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundNew Appointment
Triggers when a new appointment is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Customer
Triggers when a new customer is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planLocationRequired
Order Status
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planCustomer IDRequired
GroupRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Inventory Change TypeRequired
LocationRequired
Catalog ObjectRequired
QuantityRequired
Ignore unchanged counts
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.LocationRequired
Order IDRequired
Customer IDRequired
Accepted Payment MethodsRequired
Payment due dateRequired
Tipping enabled
Invoice title
Invoice number
Description
Delivery methodRequired
Scheduled at
Date of sale
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.PaymentRequired
Refund amount
Reason
Team member
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Help Text
LocationRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Api Docs Info
HTTP MethodRequired
URLRequired
Query String Parameters
Headers
Additional Request Headers
Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Customer Id
ActionThis is an event a Zap performs.SearchFind existing data in your appLocationRequired
Field Help
Customer
Fulfillment State
Status
ActionThis is an event a Zap performs.SearchFind existing data in your appLocationRequired
Field Help
Customer
Fulfillment State
Status
Customer ID
External Identifier
Source
Ticket Name
Quantity
Amount
Currency
Catalog Item Variation ID
Note
Unique Identifier
Amount Discounted
Amount Discounted Currency
Name
Percentage
Type
Unique Identifier
Name
Percentage
Type
Unique Identifier
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found