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Actionstep + Xero

Add new Actionstep contacts to Xero

With this integration, when you create a new contact in Actionstep, a matching one will be created in Xero. This eliminates the need for double entry in both applications. Remember this is an example and you may need to change this template to accommodate different scenarios.

With this integration, when you create a new contact in Actionstep, a matching one will be created in Xero. This eliminates the need for double entry in both applications. Remember this is an example and you may need to change this template to accommodate different scenarios.

  1. When this happens...
    ActionstepActionstep
    New Contact

    Triggers when a participant/contact is created.

    TriggerInstant
  2. automatically do this!
    XeroXero
    Create/Update Contact

    Triggers when you add a new contact.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Actionstep triggers, actions, and search

    New Matter

    Triggers when an action/matter 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
  • Actionstep triggers, actions, and search

    New Matter Participant

    Triggers when a participant/contact is added to an action/matter.

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

    New Contact

    Triggers when a participant/contact is created.

    Trigger
    Instant
    Try It
    • Participant TypeRequired

    • ParticipantRequired

    • MatterRequired

    Action
    Write
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actionstep logo

About Actionstep

Actionstep is a Legal Practice Management Solution for Law firms.

Related categories

  • CRM (Customer Relationship Management)

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