Apptoto + Actionstep Integrations

How to connect Apptoto + Actionstep

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

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Supported triggers and actions

What does this mean?

Appointment Scheduled
Triggers when an appointment is scheduled through an Apptoto Booking Page
Trigger
Instant
Message Received
Triggers when a message is received in Apptoto
Trigger
Instant
Message Sent
Triggers when a message is sent in Apptoto
Trigger
Instant
Participant Booking State Changed
Trigger when a participant's booking state changes in Apptoto (e.g. to invited, accepted, declined etc.)
Trigger
Instant
Participant Check-In State Changed
Trigger when a participant's check in state changes in Apptoto (e.g. to arrived, late, noshow etc.)
Trigger
Instant

Participant Reminder State Changed
Trigger when a participant's reminder state changes in Apptoto (e.g. to confirmed, cancelled, etc.)
Trigger
Instant
Payment Processed
Triggers when a payment charged or captured via Apptoto
Trigger
Instant

Payment Refunded
Triggers when a payment is refunded via Apptoto
Trigger
Instant

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 or Create Contact
Scheduled
Action
Actionstep
Find or Create Matter
Scheduled
Action
Actionstep
Find or Create Participant
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.