Create integrations between CareTree and Actionstep to automate any workflow
1. Choose a Trigger
An event that starts an automation
2. Choose an Action
The event an automation performs after it's triggered
Endless possibilities
Zapier lets you build automated workflows between two or more apps—no code necessary. These workflows are called Zaps, and this is how they work.
With Zapier's 6,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.
Choose a Trigger
Start here
Start here
Choose an Action
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- First NameRequired
- Middle Name
- Last NameRequired
- Country
- State
- City
- Address 1
- Address 2
- Postal Code
- Date Of Birth
- Home Phone
- Mobile Phone
- General Notes
- Referral Source
- New Matter Participant
Triggers when a participant/contact is added to an action/matter.
Try It - New Contact
Triggers when a participant/contact is created.
Try It - New Task
Triggers when a new task is created.
Try It
Related categories
Related categories