Apptoto + Actionstep Integrations
How to connect Apptoto + Actionstep
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Appointment ScheduledTriggers when an appointment is scheduled through an Apptoto Booking PageTrigger- Message ReceivedTriggers when a message is received in ApptotoTrigger
- Message SentTriggers when a message is sent in ApptotoTrigger
- Participant Booking State ChangedTrigger when a participant's booking state changes in Apptoto (e.g. to invited, accepted, declined etc.)Trigger
- Participant Check-In State ChangedTrigger when a participant's check in state changes in Apptoto (e.g. to arrived, late, noshow etc.)Trigger
- Participant Reminder State ChangedTrigger when a participant's reminder state changes in Apptoto (e.g. to confirmed, cancelled, etc.)Trigger
- Payment ProcessedTriggers when a payment charged or captured via ApptotoTrigger
- Payment RefundedTriggers when a payment is refunded via ApptotoTrigger
- Apptoto
Creates or updates a contact in Apptoto
Scheduled
Action
- Apptoto
Creates or updates an event in Apptoto
Scheduled
Action
- Apptoto
Removes a contact in Apptoto
Scheduled
Action
- Apptoto
Removes an event in Apptoto
Scheduled
Action
- Apptoto
Search for contact in Apptoto
Scheduled
Action
- Apptoto
Search for event in Apptoto
Scheduled
Action
- Actionstep
Triggers when an action/matter is created.
Instant
Trigger
- Actionstep
Triggers when a participant/contact is added to an action/matter.
Instant
Trigger
- Actionstep
Triggers when a new file note is created.
Instant
Trigger
- Actionstep
Triggers when a participant/contact is created.
Instant
Trigger
- Actionstep
Triggers when a step change occurs on an action/matter.
Instant
Trigger
- 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 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
How Apptoto + Actionstep Integrations Work
- Step 1: Authenticate Apptoto and 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.
About Apptoto
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