Acute + Actionstep Integrations

How to connect Acute + Actionstep

Zapier lets you send info between Acute and Actionstep automatically—no code required.

When this happens...

Matter Step Changed

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

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Add Participant to Matter

Adds a participant to an action/matter.

Supported triggers and actions

What does this mean?

New Conversation Added to a Feedback Post
Triggers when a new conversation has been added to a feedback post.
Trigger
Instant
New Feedback
Triggers when there is a new feedback post.
Trigger
Instant
Add to Feedback Post
Adds a field to a feedback post
Action
Write
New Matter
Triggers when an action/matter is created.
Trigger
Instant
New Matter Participant
Triggers when a participant/contact is added to an action/matter.
Trigger
Instant

New File Note
Triggers when a new file note is created.
Trigger
Instant
New Contact
Triggers when a participant/contact is created.
Trigger
Instant

Matter Step Changed
Triggers when a step change occurs on an action/matter.
Trigger
Instant

Actionstep
Triggers when a new task is created.
Instant
Trigger
Actionstep
Triggers when an existing Matter is updated.
Instant
Trigger
Actionstep
Adds a participant to an action/matter.
Scheduled
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 or Create Contact
Scheduled
Action
Actionstep
Find or Create Matter
Scheduled
Action
Actionstep
Find or Create Participant
Scheduled
Action

How Acute + Actionstep Integrations Work

Step 1: Authenticate Acute + Actionstep.
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.

Connect apps

Connect Acute + Actionstep

About Acute

Acute is a customer feedback management tool that helps businesses better understand their users needs, prioritize feedback, and keep customers in the loop.

Related categories

Product Management

About Actionstep

Actionstep is a Legal Practice Management Solution for Law firms.

Related categories

CRM (Customer Relationship Management)

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