Actionstep + Webhooks by Zapier Integrations
How to connect Actionstep + Webhooks by Zapier
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New MatterTriggers when an action/matter is created.Trigger- New Matter ParticipantTriggers when a participant/contact is added to an action/matter.Trigger
- New File NoteTriggers when a new file note is created.Trigger
- New ContactTriggers when a participant/contact is created.Trigger
- Matter Step ChangedTriggers when a step change occurs on an action/matter.Trigger
- New TaskTriggers when a new task is created.Trigger
- Updated MatterTriggers when an existing Matter is updated.Trigger
- Add Participant to MatterAdds a participant to an action/matter.Action
- 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
- Webhooks by Zapier
Poll a URL and look for new entries.
Scheduled
Trigger
- Webhooks by Zapier
Wait for a new POST, PUT, or GET to a Zapier URL. Gives the request body unparsed (max 2 MB) and also includes headers.
Instant
Trigger
- Webhooks by Zapier
Wait for a new POST, PUT, or GET to a Zapier URL.
Instant
Trigger
- Webhooks by Zapier
Fire off a custom request by providing raw details. Very flexible but unforgiving.
Scheduled
Action
- Webhooks by Zapier
Fire off a single GET request with optional querystrings.
Scheduled
Action
- Webhooks by Zapier
Fire off a single POST request as a form or JSON.
Scheduled
Action
- Webhooks by Zapier
Fire off a single PUT request as a form or JSON.
Scheduled
Action
How Actionstep + Webhooks by Zapier Integrations Work
- Step 1: Authenticate Actionstep and Webhooks by Zapier.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.
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