Email by Zapier + Actionstep + Slack Integrations
How to connect Email by Zapier + Actionstep + Slack
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Do even more with Email by Zapier + Actionstep + Slack
With Zapier, you can do more than just connect your apps - you can automate entire processes from beginning to end! Check out the following list of triggers and actions you can use with Email by Zapier, Actionstep, and Slack. And don’t forget that you can add more apps and actions to create complex workflows.
Email AddressRequired
Customize the private email address associated with your mailbox. Be sure to use lowercase and numbers only. Just forward emails to this address to trigger this Zap. Want to receive to your own email address? Try Mailgun, IMAP, Mandrill, or Gmail instead.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.ToRequired
Can be a comma separated list of emails. Limited to 5.
SubjectRequired
Body (HTML or Plain)Required
You can place HTML in here and we will send it as is. If this is plain text, we will try to convert it to some very basic HTML for greater client compatibility.
Attachment
A file object to be attached to the email. Plain text content will converted into a txt file and attached. Please note, if the file is over ~10mb or so, you should explore using other email sending techniques (like Gmail or SMTP).
From Name
This will be your "display name" when sending. Want to send from your own email address? Try Mailgun, IMAP, Mandrill or Gmail apps instead.
Reply To
Specify a reply address other than your own.
Cc
Can be a comma separated list of emails. Limited to 5.
Bcc
Can be a comma separated list of emails. Limited to 5.
Force Linebreaks?
Set this to "yes" if your emails are received without line breaks or spacing.
Enable read receipts?
Want to be notified when this email is opened? Set this to to
Trueand set up a Zap using theNew Read Receipttrigger.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
New Matter Participant
Triggers when a participant/contact is added to an action/matter.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Contact
Triggers when a participant/contact is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Task
Triggers when a new task is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Participant TypeRequired
The type to associate the participant with.
ParticipantRequired
MatterRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Company/Business NameRequired
Physical Address - Line 1
Physical Address - Line 2
Physical Address - City
Physical Address -State/Province
Physical Address - ZIP/Post Code
Physical Address - Country CodeRequired
The two letter country code (US = United States, AU = Australia, NZ = New Zealand etc). If omitted will default to the country of your organization's participant/contact record.
Mailing Address - Line 1
Mailing Address - Line 2
Mailing Address - City
Mailing Address - State/Province
Mailing Address - ZIP/Post Code
Mailing Address - CountryRequired
The two letter country code (US = United States, AU = Australia, NZ = New Zealand etc). If omitted will default to the country of your organization participant record.
Phone 1 - Label
Phone 1 - Country Code
For example, an international phone number format +64 234 5678 has "64" as the country code, "234" as the local area code and "5678" as the local phone number.
Phone 1 - Area Code
For example, an international phone number format +64 234 5678 has "64" as the country code, "234" as the local area code and "5678" as the local phone number.
Phone 1 - Number
The local phone number (excludes country code and local area code). For example, an international phone number format +64 234 5678 has "64" as the country code, "234" as the local area code and "5678" as the local phone number.
Phone 1 - Notes
Fax Number
SMS Number
Email Address
Website Address
Division ID
Optional - if using multiple divisions, set this to specify which division this contact record belongs to.
Phone 2 - Label
Phone 2 - Country Code
For example, an international phone number format +64 234 5678 has "64" as the country code, "234" as the local area code and "5678" as the local phone number.
Phone 2 - Area Code
For example, an international phone number format +64 234 5678 has "64" as the country code, "234" as the local area code and "5678" as the local phone number.
Phone 2 - Number
The local phone number (excludes country code and local area code). For example, an international phone number format +64 234 5678 has "64" as the country code, "234" as the local area code and "5678" as the local phone number.
Phone 2 - Notes
Phone 3 - Label
Phone 3 - Country Code
For example, an international phone number format +64 234 5678 has "64" as the country code, "234" as the local area code and "5678" as the local phone number.
Phone 3 - Area Code
For example, an international phone number format +64 234 5678 has "64" as the country code, "234" as the local area code and "5678" as the local phone number.
Phone 3 - Number
The local phone number (excludes country code and local area code). For example, an international phone number format +64 234 5678 has "64" as the country code, "234" as the local area code and "5678" as the local phone number.
Phone 3 - Notes
Phone 4 - Label
Phone 4 - Country Code
For example, an international phone number format +64 234 5678 has "64" as the country code, "234" as the local area code and "5678" as the local phone number.
Phone 4 - Area Code
For example, an international phone number format +64 234 5678 has "64" as the country code, "234" as the local area code and "5678" as the local phone number.
Phone 4 - Number
The local phone number (excludes country code and local area code). For example, an international phone number format +64 234 5678 has "64" as the country code, "234" as the local area code and "5678" as the local phone number.
Phone 4 - Notes
Import External Reference
An arbitrary string value you can assign to this participant (contact).
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Salutation
First Name
Middle Name(s)
Last NameRequired
Suffix
Follows the full name of an Individual participant/contact. (e.g. MD, Ph.D.).
Preferred Name
Physical Address - Line 1
Physical Address - Line 2
Physical Address - City
Physical Address -State/Province
Physical Address - ZIP/Post Code
Physical Address - Country CodeRequired
The two letter country code (US = United States, AU = Australia, NZ = New Zealand etc). If omitted will default to the country of your organization's participant/contact record.
Mailing Address - Line 1
Mailing Address - Line 2
Mailing Address - City
Mailing Address - State/Province
Mailing Address - ZIP/Post Code
Mailing Address - CountryRequired
The two letter country code (US = United States, AU = Australia, NZ = New Zealand etc). If omitted will default to the country of your organization participant record.
Phone 1 - Label
Phone 1 - Country Code
For example, an international phone number format +64 234 5678 has "64" as the country code, "234" as the local area code and "5678" as the local phone number.
Phone 1 - Area Code
For example, an international phone number format +64 234 5678 has "64" as the country code, "234" as the local area code and "5678" as the local phone number.
Phone 1 - Number
The local phone number (excludes country code and local area code). For example, an international phone number format +64 234 5678 has "64" as the country code, "234" as the local area code and "5678" as the local phone number.
Phone 1 - Notes
Fax Number
SMS Number
Email Address
Website Address
Occupation
Birthday
Date of Death
Marital Status
Gender
Division ID
Optional - if using multiple divisions, set this to specify which division this contact record belongs to.
Phone 2 - Label
Phone 2 - Country Code
For example, an international phone number format +64 234 5678 has "64" as the country code, "234" as the local area code and "5678" as the local phone number.
Phone 2 - Area Code
For example, an international phone number format +64 234 5678 has "64" as the country code, "234" as the local area code and "5678" as the local phone number.
Phone 2 - Number
The local phone number (excludes country code and local area code). For example, an international phone number format +64 234 5678 has "64" as the country code, "234" as the local area code and "5678" as the local phone number.
Phone 2 - Notes
Phone 3 - Label
Phone 3 - Country Code
For example, an international phone number format +64 234 5678 has "64" as the country code, "234" as the local area code and "5678" as the local phone number.
Phone 3 - Area Code
For example, an international phone number format +64 234 5678 has "64" as the country code, "234" as the local area code and "5678" as the local phone number.
Phone 3 - Number
The local phone number (excludes country code and local area code). For example, an international phone number format +64 234 5678 has "64" as the country code, "234" as the local area code and "5678" as the local phone number.
Phone 3 - Notes
Phone 4 - Label
Phone 4 - Country Code
For example, an international phone number format +64 234 5678 has "64" as the country code, "234" as the local area code and "5678" as the local phone number.
Phone 4 - Area Code
For example, an international phone number format +64 234 5678 has "64" as the country code, "234" as the local area code and "5678" as the local phone number.
Phone 4 - Number
The local phone number (excludes country code and local area code). For example, an international phone number format +64 234 5678 has "64" as the country code, "234" as the local area code and "5678" as the local phone number.
Phone 4 - Notes
Import External Reference
An arbitrary string value to assign to this participant/contact.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Matter IdRequired
The matter id to which this disbursement should be linked.
DateRequired
The date applicable to this disbursement.
DescriptionRequired
Description for this disbursement.
Quantity
The quantity for this disbursement.
Unit priceRequired
The unit price for this disbursement.
Includes TaxRequired
Does the unit price specified include tax? Valid values are T or F.
Tax Code IdRequired
The unique id for the tax code applicable to this disbursement.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.IdRequired
The unique id for this company contact.
Company/Business Name
The name of the company, organisation, or business.
Physical Address - Line 1
The first line of the company's physical address.
Physical Address - Line 2
The second line of the company's physical address.
Physical Address - City
The city of the company's physical address.
Physical Address - State/Province
The state or province for the company's physical address.
Physical Address - ZIP/Post Code
The zip or postal code for the company's physical address.
Physical Address - Country Code
The country for the company's physical address.
Mailing Address - Line 1
The first line of the company's mailing address.
Mailing Address - Line 2
The second line of the company's mailing address.
Mailing Address - City
The city of the company's mailing address.
Mailing Address - State/Province
The state or province for the company's mailing address.
Mailing Address - ZIP/Post Code
The zip or postal code for the company's mailing address.
Mailing Address - Country Code
The country for the company's mailing address.
Phone 1 - Label
The label to be assigned to the company's first phone number.
Phone 1 - Country Code
The country for the company's first phone number.
Phone 1 - Area Code
The area code for the company's first phone number.
Phone 1 - Number
The number for the company's first phone number.
Phone 1 - Notes
Any notes for the company's first phone number.
Fax Number
The company's fax number.
SMS Number
The company's SMS number.
Email Address
The company's email address.
Website Address
The Company's website address.
Phone 2 - Label
The label to be assigned to the company's second phone number.
Phone 2 - Country Code
The country for the company's second phone number.
Phone 2 - Area Code
The area code for the company's second phone number.
Phone 2 - Number
The number for the company's second phone number.
Phone 2 - Notes
Any notes for the company's second phone number.
Phone 3 - Label
The label to be assigned to the company's third phone number.
Phone 3 - Country Code
The country for the company's third phone number.
Phone 3 - Area Code
The area code for the company's third phone number.
Phone 3 - Number
The number for the company's third phone number.
Phone 3 - Notes
Any notes for the company's third phone number.
Phone 4 - Label
The label to be assigned to the company's fourth phone number.
Phone 4 - Country Code
The country for the company's fourth phone number.
Phone 4 - Area Code
The area code for the company's fourth phone number.
Phone 4 - Number
The number for the company's fourth phone number.
Phone 4 - Notes
Any notes for the company's fourth phone number.
Import External Reference
An arbitrary string value to assign to this participant/contact.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Id
The unique Id for the contact (participant) you wish to update.
Salutation
The salutation for the contact
First Name
The contact's first name.
Middle Names(s)
The contact's middle name(s).
Last Name
The contact's last name.
Suffix
Follows the full name of an Individual participant/contact (e.g. MD, Ph.D.).
Preferred Name
The contact's preferred name.
Physical Address - Line 1
The first line of the contact's physical address.
Physical Address - Line 2
The second line of the contact's physical address.
Physical Address - City
The city of the contact's physical address.
Physical Address - State/Province
The state or province for the contact's physical address.
Physical Address - ZIP/Post Code
The ZIP or postal code for the contact's physical address.
Physical Address - Country Code
The country code for the contact's physical address.
Mailing Address - Line 1
The first line of the contact's mailing address.
Mailing Address - Line 2
The second line of the contact's mailing address.
Mailing Address - City
The city of the contact's mailing address.
Mailing Address - State/Province
The state or province of the contact's mailing address.
Mailing Address - ZIP/Post Code
The zip or postal code of the contact's mailing address.
Mailing Address - Country Code
The country code for the contact's mailing address.
Phone 1 - Label
The label to assign to the contact's first phone number.
Phone 1 - Country Code
The country code for the contacts first phone number.
Phone 1 - Area Code
The area code for the contact's first phone number.
Phone 1 - Number
The number for the contact's first phone number.
Phone 1 - Notes
Any notes for the contact's first phone number.
Fax Number
The fax number for this contact.
SMS Number
The SMS number for this contact.
Email Address
The email address for this contact.
Website Address
The website address for this contact.
Occupation
The occupation for this contact.
Birthday
The birthday for this contact.
Date of Death
The date of death for this contact.
Marital Status
The marital status for this contact.
Gender
The gender for this contact.
Phone 2 - Label
The label to assign to the contact's second phone number.
Phone 2 - Country Code
The country code for the contact's second phone number.
Phone 2 - Area Code
The area code for the contact's second phone number.
Phone 2 - Number
The number for the contact's second phone number.
Phone 2 - Notes
Any notes for the contact's second phone number.
Phone 3 - Label
The label to assign to the contact's third phone number.
Phone 3 - Country Code
The country code for the contact's third phone number.
Phone 3 - Area Code
The area code for the contact's third phone number.
Phone 3 - Number
The number for this contact's third phone number.
Phone 3 - Notes
Any notes for this contact's third phone number.
Phone 4 - Label
The label to assign to the contact's fourth phone number.
Phone 4 - Country Code
The county code for this contact's fourth phone number.
Phone 4 - Area Code
The area code for the contact's fourth phone number.
Phone 4 - Number
The number for the contact's fourth phone number.
Phone 4 - Notes
Any notes for this contact's fourth phone number.
Import External Reference
An arbitrary string value to be assigned to this participant/contact.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Custom Field Value IdRequired
Enter the custom field value id for the custom field value you want to update.
Custom Field ValueRequired
The value you want to assign to this custom field value.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Custom Field NameRequired
Enter the name of the custom field you would like to search for.
ActionThis is an event a Zap performs.SearchFind existing data in your appCustom Field IdRequired
Enter the custom field id.
Matter IdRequired
Enter the matter id.
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch ByRequired
Search ValueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch propertyRequired
The property of a matter on which you want to search. For example, name, status, or reference.
Search valueRequired
The value you are looking for.
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch ByRequired
Search ValueRequired
Assigned to Participant ID
The participant/contact ID of whom the action/matter will be assigned to. If omitted, it will default to the current API user.
Action TypeRequired
Action NameRequired
Action StatusRequired
File Reference
File reference can be used for cross-referencing an action/matter between Actionstep and another system.
Priority
File Note
Import External Reference
An arbitrary value you can attach to a created matter.
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundSearch propertyRequired
The property of a participant on which you want to search. For example, firstName, or lastName.
Search valueRequired
Indentity TypeRequired
Set participant/contact as a Company or an Individual.
Company/Business Name
Required for a Company participant/contact. Optional for an Individual participant/contact. This serves as the Employer field if used on an Individual.
Salutation
First Name (Individual Only)
Not used by Company participant/contact.
Middle Name(s) (Individual Only)
Not used by Company participant/contact.
Last Name (Individual Only)
Required for an Individual participant/contact. Not used by Company participant/contact.
Suffix (Individual Only)
Follows the full name of an Individual participant/contact. (e.g. MD, Ph.D.). Not used by Company participant/contact.
Preferred Name (Individual Only)
Not used by Company participant/contact.
Physical Address - Line 1
Physical Address - Line 2
Physical Address - City
Physical Address -State/Province
Physical Address - ZIP/Post Code
Physical Address - Country CodeRequired
The two letter country code (US = United States, AU = Australia, NZ = New Zealand etc). If omitted will default to the country of your organization's participant/contact record.
Mailing Address - Line 1
Mailing Address - Line 2
Mailing Address - City
Mailing Address - State/Province
Mailing Address - ZIP/Post Code
Mailing Address - CountryRequired
The two letter country code (US = United States, AU = Australia, NZ = New Zealand etc). If omitted will default to the country of your organization participant record.
Phone 1 - Label
Phone 1 - Country Code
For example, an international phone number format +64 234 5678 has "64" as the country code, "234" as the local area code and "5678" as the local phone number.
Phone 1 - Area Code
For example, an international phone number format +64 234 5678 has "64" as the country code, "234" as the local area code and "5678" as the local phone number.
Phone 1 - Number
The local phone number (excludes country code and local area code). For example, an international phone number format +64 234 5678 has "64" as the country code, "234" as the local area code and "5678" as the local phone number.
Phone 1 - Notes
Fax Number
SMS Number
Email Address
Website Address
Occupation (Individual Only)
Not used by Company participant/contact.
Birthday
Date of Death
Marital Status
Gender
Division ID
Optional - if using multiple divisions, set this to specify which division this contact record belongs to.
Phone 2 - Label
Phone 2 - Country Code
For example, an international phone number format +64 234 5678 has "64" as the country code, "234" as the local area code and "5678" as the local phone number.
Phone 2 - Area Code
For example, an international phone number format +64 234 5678 has "64" as the country code, "234" as the local area code and "5678" as the local phone number.
Phone 2 - Number
The local phone number (excludes country code and local area code). For example, an international phone number format +64 234 5678 has "64" as the country code, "234" as the local area code and "5678" as the local phone number.
Phone 2 - Notes
Phone 3 - Label
Phone 3 - Country Code
For example, an international phone number format +64 234 5678 has "64" as the country code, "234" as the local area code and "5678" as the local phone number.
Phone 3 - Area Code
For example, an international phone number format +64 234 5678 has "64" as the country code, "234" as the local area code and "5678" as the local phone number.
Phone 3 - Number
The local phone number (excludes country code and local area code). For example, an international phone number format +64 234 5678 has "64" as the country code, "234" as the local area code and "5678" as the local phone number.
Phone 3 - Notes
Phone 4 - Label
Phone 4 - Country Code
For example, an international phone number format +64 234 5678 has "64" as the country code, "234" as the local area code and "5678" as the local phone number.
Phone 4 - Area Code
For example, an international phone number format +64 234 5678 has "64" as the country code, "234" as the local area code and "5678" as the local phone number.
Phone 4 - Number
The local phone number (excludes country code and local area code). For example, an international phone number format +64 234 5678 has "64" as the country code, "234" as the local area code and "5678" as the local phone number.
Phone 4 - Notes
Import External Reference
An arbitrary data value to store against this participant.
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
New Channel
Triggers whenever a new #channel is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Include Alias
Choose yes to trigger when someone creates a new name for an existing emoji.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.User Name
Linked mentions of this user will trigger the zap. Make sure to specify a value for one or both of username or a highlight word. Specifying both a username and a highlight word means that both the linked username and word need to be included in a message to trigger the zap.
Highlight Word
Mentions of this word will trigger the zap. Case insensitive. Make sure to specify a value for one or both of username or a highlight word. Specifying both a username and a highlight word means that both the linked username and word need to be included in a message to trigger the zap.
Trigger for Bot Messages?
If
no, only messages sent by users will trigger the Zap. Ifyes, messages sent by users and slackbots will trigger the Zap.Warning: Slackbots don't have profiles. If
yes, don't depend on user profile information being present. Also, avoid Zap loops where Zaps trigger and post slackbot messages to the same channel!
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Pushed Message
Triggers when you click the "Push to Zapier" button from a message in Slack.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Saved Message
Triggers when you save a message.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.TextRequired
The actual reminder text that should be sent to yourself or a user. To include URLs, Slack uses this syntax.
Remind when?Required
Slack parses natural language like "in 15 minutes" or "every Thursday". Times are relative to when the Zap actually runs.
Remind who?
Pick a user to remind. If you pick no one, you will be reminded.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ChannelRequired
Only channels you are a member of will appear in this list. If you can't find your channel, click the Load More button or switch to the Custom tab and enter the channel's ID. Once live, the trigger will work even if you are not a member of the channel.
Message TextRequired
Specify text of the message to send. Check out the formatting help doc for advanced options.
Send as a bot?
If you choose
no, this message will appear to come from you. Direct messages are always sent by bots.Bot Name
Specify the bot name which appears as a bold username above the message inside Slack. Defaults to
Zapier. When usingSchedule At, this field will be ignored by slack.Bot Icon
Either an image url or an emoji available to your team (surrounded by
:). For example,https://site.com/icon_256.pngor:robot_face:. When usingSchedule At, this field will be ignored by slack.Include a link to this Zap?
If you choose
yes, a link to this Zap will be added to the end of the message, making it easy for you and your team to edit the Zap with one click.Attach Image by URL
If specified, this will upload the given image URL to Slack and attach it to the message separately.
Auto-Expand Links?
Should Slack try to automatically expand links in this message? For example: turn a YouTube link into a playable widget.
Link Usernames and Channel Names?
If
no, any usernames and channels mentioned won't be linked (or mentioned). Also affects@channeland@group. Unfortunately,@herenotifications cannot be sent by Zapier.Schedule At
Schedule the message to be posted later. Cannot be more than 120 days in the future. If you do schedule a message, rather than post it immediately, this Zap step will not return a
tsorpermalinkfield. This option does not supportBot NameandBot Iconcustomization and will default to Zapier as bot name and icon.File
Include a file to send along with your message. NOTE: Bot names/icons cannot be customized when sending a File.
Thread
If you want this to be part of a thread, you'll need the timestamp (Ts) of the parent message. For example:
1345232312616.1231232.If you get the message from a trigger, select "use a custom value" from the dropdown and connect accordingly by selecting the Ts field.
Otherwise, add a search step and fetch the message you want.
Broadcast To Channel?
If true, posts in the thread and channel. See here for more info. Ignored unless the message is part of a thread.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Channel NameRequired
Name for the channel to be created. Channel names are normalized by converting to lowercase, replacing any non-allowed characters with hyphens or underscore, and truncating to 80 characters.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ChannelRequired
TopicRequired
Slack will auto-link @names and #channels where applicable.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Status Text
Leave empty to clear.
Status Emoji
Use any emoji that's available in your Slack team, with leading and trailing
:.If emoji is blank when text isn't,
:speech_balloon:is used by default. If both text and emoji are empty, your status will be cleared.Expiration Time
Provide a specific date & time for this status to expire. Statuses will not expire by default.
You can also specify a duration for this status by entering in a value like
in 60 minutes, for example. Check out other ways you can use this field here.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Search QueryRequired
Search query to use for finding matching messages. See the Slack Search Documentation for more information on constructing a query.
Sort By
Sort messages by their match strength or by their date. Default is score.
Sort Direction
Sort matching messages in ascending or descending order. Default is descending.
ActionThis is an event a Zap performs.SearchFind existing data in your appIDRequired
Search is case-insensitive
Return Raw Results?
For most responses, we prettify the result we get from Slack. If we're missing a field you're expecting, set this to true
ActionThis is an event a Zap performs.SearchFind existing data in your appUsernameRequired
The leading
@is optionalReturn Raw Results?
For most responses, we prettify the result we get from Slack. If we're missing a field you're expecting, set this to true
ActionThis is an event a Zap performs.SearchFind existing data in your app
Setup Directions
In order to trigger when emails are opened, this must be paired with a separate Zap using the Send Outbound Email action, with the Enable Read Receipts? field set to
True.To test with a live email, send an email to yourself using your Send Outbound Email action (with read receipts enabled) and open it, then test this trigger immediately for samples. If you don't need to test with live data, click Skip Test to use static test data.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Matter
Triggers when an action/matter is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New File Note
Triggers when a new file note is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Matter Step Changed
Triggers when a step change occurs on an action/matter.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Updated Matter
Triggers when an existing Matter is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Assigned to Participant ID
The participant/contact ID of whom the action/matter will be assigned to. If omitted, it will default to the current API user.
Action TypeRequired
Action NameRequired
Action StatusRequired
File Reference
File reference can be used for cross-referencing an action/matter between Actionstep and another system.
Priority
File Note
Import External Reference
An arbitrary value you can attach to a created matter.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.MatterRequired
The action/matter to associate the file note with.
Note TextRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Rate Sheet
The Rate Sheet ID to assign to this task (leave blank for non-billable tasks).
Assigned ToRequired
The Participant ID that the task is to be assigned to.
Action IDRequired
The Action ID to associate the task with.
Task NameRequired
The name of the tas.
Task StatusRequired
The status of the Task.
PriorityRequired
The priority of the Task.
Due DateRequired
The Due Date/time for the task being created.
Actual HoursRequired
The actual number of hours (decimal value, ie 1.5 = 1 hour 30 minutes) worked for this task (use 0 when task status is 'Not Started').
Billable HoursRequired
The number of hours worked (as a decimal) that should be billed for this task (use 0 for non-billable tasks or incomplete tasks).
Started Date/Time
The date/time the task was Started (only required if the task status is 'Complete' or 'In Progress').
Completed Date/Time
The date/time the task was Completed (only required when the task Status is 'Complete').
Description
The description (or additional information) of the task being created.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Date
Date applicable to this time entry.
DescriptionRequired
The description for this time entry
Actual HoursRequired
The number of actual hours (specified as a decimal, e.g. 1.50) for this time entry.
Billable Hours
The number of billable hours (specified as a decimal, e.g. 2.50) for this time entry.
Rate
The rate applicable to this time entry.
Matter Id
The id of the matter to which this time entry is related.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.File Note IdRequired
The unique identifier for the matter file note you wish to update.
Note ContentRequired
The content you wish to update the file note with.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Matter IdRequired
The unique id for the matter to be updated.
Assign to Participant Id
The participant to which this matter is assigned.
Name
The name for this matter.
Status
The status for this matter.
Reference
The reference for this matter.
Priority
The priority for this matter.
Import External Reference
An arbitrary string value to assign to this matter.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Task IdRequired
The unique Id for the task you wish to update.
Status
The status for the task.
Priority
The priority for the task.
Assigned To
The Participant Id that the task is to be assigned to.
Due Date
The date this task is due.
Actual Hours
The actual number of hours worked for this task (use 0 when task status is 'Not Started'). Specify as a decimal value, i.e. 1.5 = 1 hour 30 minutes.
Billable Hours
The number of hours worked (as a decimal) that should be billed for this task (use 0 for non-billable tasks or incomplete tasks).
Completed Date/Time
The date/time the task was Completed (only required when the task Status is 'Complete').
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Tax CodeRequired
Enter the code for the tax code record you are searching for, e.g. "Z", or "N-T"
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch ByRequired
Search ValueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch propertyRequired
The property of a participant on which you want to search. For example, firstName, or lastName.
Search valueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch ByRequired
Search ValueRequired
Indentity TypeRequired
Set participant/contact as a Company or an Individual.
Company/Business Name
Required for a Company participant/contact. Optional for an Individual participant/contact. This serves as the Employer field if used on an Individual.
Salutation
First Name (Individual Only)
Not used by Company participant/contact.
Middle Name(s) (Individual Only)
Not used by Company participant/contact.
Last Name (Individual Only)
Required for an Individual participant/contact. Not used by Company participant/contact.
Suffix (Individual Only)
Follows the full name of an Individual participant/contact. (e.g. MD, Ph.D.). Not used by Company participant/contact.
Preferred Name (Individual Only)
Not used by Company participant/contact.
Physical Address - Line 1
Physical Address - Line 2
Physical Address - City
Physical Address -State/Province
Physical Address - ZIP/Post Code
Physical Address - Country CodeRequired
The two letter country code (US = United States, AU = Australia, NZ = New Zealand etc). If omitted will default to the country of your organization's participant/contact record.
Mailing Address - Line 1
Mailing Address - Line 2
Mailing Address - City
Mailing Address - State/Province
Mailing Address - ZIP/Post Code
Mailing Address - CountryRequired
The two letter country code (US = United States, AU = Australia, NZ = New Zealand etc). If omitted will default to the country of your organization participant record.
Phone 1 - Label
Phone 1 - Country Code
For example, an international phone number format +64 234 5678 has "64" as the country code, "234" as the local area code and "5678" as the local phone number.
Phone 1 - Area Code
For example, an international phone number format +64 234 5678 has "64" as the country code, "234" as the local area code and "5678" as the local phone number.
Phone 1 - Number
The local phone number (excludes country code and local area code). For example, an international phone number format +64 234 5678 has "64" as the country code, "234" as the local area code and "5678" as the local phone number.
Phone 1 - Notes
Fax Number
SMS Number
Email Address
Website Address
Occupation (Individual Only)
Not used by Company participant/contact.
Birthday
Date of Death
Marital Status
Gender
Division ID
Optional - if using multiple divisions, set this to specify which division this contact record belongs to.
Phone 2 - Label
Phone 2 - Country Code
For example, an international phone number format +64 234 5678 has "64" as the country code, "234" as the local area code and "5678" as the local phone number.
Phone 2 - Area Code
For example, an international phone number format +64 234 5678 has "64" as the country code, "234" as the local area code and "5678" as the local phone number.
Phone 2 - Number
The local phone number (excludes country code and local area code). For example, an international phone number format +64 234 5678 has "64" as the country code, "234" as the local area code and "5678" as the local phone number.
Phone 2 - Notes
Phone 3 - Label
Phone 3 - Country Code
For example, an international phone number format +64 234 5678 has "64" as the country code, "234" as the local area code and "5678" as the local phone number.
Phone 3 - Area Code
For example, an international phone number format +64 234 5678 has "64" as the country code, "234" as the local area code and "5678" as the local phone number.
Phone 3 - Number
The local phone number (excludes country code and local area code). For example, an international phone number format +64 234 5678 has "64" as the country code, "234" as the local area code and "5678" as the local phone number.
Phone 3 - Notes
Phone 4 - Label
Phone 4 - Country Code
For example, an international phone number format +64 234 5678 has "64" as the country code, "234" as the local area code and "5678" as the local phone number.
Phone 4 - Area Code
For example, an international phone number format +64 234 5678 has "64" as the country code, "234" as the local area code and "5678" as the local phone number.
Phone 4 - Number
The local phone number (excludes country code and local area code). For example, an international phone number format +64 234 5678 has "64" as the country code, "234" as the local area code and "5678" as the local phone number.
Phone 4 - Notes
Import External Reference
An arbitrary data value to store against this participant.
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundKeywordsRequired
Indentity TypeRequired
Set participant/contact as a Company or an Individual.
Company/Business Name
Required for a Company participant/contact. Optional for an Individual participant/contact. This serves as the Employer field if used on an Individual.
Salutation
First Name (Individual Only)
Not used by Company participant/contact.
Middle Name(s) (Individual Only)
Not used by Company participant/contact.
Last Name (Individual Only)
Required for an Individual participant/contact. Not used by Company participant/contact.
Suffix (Individual Only)
Follows the full name of an Individual participant/contact. (e.g. MD, Ph.D.). Not used by Company participant/contact.
Preferred Name (Individual Only)
Not used by Company participant/contact.
Physical Address - Line 1
Physical Address - Line 2
Physical Address - City
Physical Address -State/Province
Physical Address - ZIP/Post Code
Physical Address - Country CodeRequired
The two letter country code (US = United States, AU = Australia, NZ = New Zealand etc). If omitted will default to the country of your organization's participant/contact record.
Mailing Address - Line 1
Mailing Address - Line 2
Mailing Address - City
Mailing Address - State/Province
Mailing Address - ZIP/Post Code
Mailing Address - CountryRequired
The two letter country code (US = United States, AU = Australia, NZ = New Zealand etc). If omitted will default to the country of your organization participant record.
Phone 1 - Label
Phone 1 - Country Code
For example, an international phone number format +64 234 5678 has "64" as the country code, "234" as the local area code and "5678" as the local phone number.
Phone 1 - Area Code
For example, an international phone number format +64 234 5678 has "64" as the country code, "234" as the local area code and "5678" as the local phone number.
Phone 1 - Number
The local phone number (excludes country code and local area code). For example, an international phone number format +64 234 5678 has "64" as the country code, "234" as the local area code and "5678" as the local phone number.
Phone 1 - Notes
Fax Number
SMS Number
Email Address
Website Address
Occupation (Individual Only)
Not used by Company participant/contact.
Birthday
Date of Death
Marital Status
Gender
Division ID
Optional - if using multiple divisions, set this to specify which division this contact record belongs to.
Phone 2 - Label
Phone 2 - Country Code
For example, an international phone number format +64 234 5678 has "64" as the country code, "234" as the local area code and "5678" as the local phone number.
Phone 2 - Area Code
For example, an international phone number format +64 234 5678 has "64" as the country code, "234" as the local area code and "5678" as the local phone number.
Phone 2 - Number
The local phone number (excludes country code and local area code). For example, an international phone number format +64 234 5678 has "64" as the country code, "234" as the local area code and "5678" as the local phone number.
Phone 2 - Notes
Phone 3 - Label
Phone 3 - Country Code
For example, an international phone number format +64 234 5678 has "64" as the country code, "234" as the local area code and "5678" as the local phone number.
Phone 3 - Area Code
For example, an international phone number format +64 234 5678 has "64" as the country code, "234" as the local area code and "5678" as the local phone number.
Phone 3 - Number
The local phone number (excludes country code and local area code). For example, an international phone number format +64 234 5678 has "64" as the country code, "234" as the local area code and "5678" as the local phone number.
Phone 3 - Notes
Phone 4 - Label
Phone 4 - Country Code
For example, an international phone number format +64 234 5678 has "64" as the country code, "234" as the local area code and "5678" as the local phone number.
Phone 4 - Area Code
For example, an international phone number format +64 234 5678 has "64" as the country code, "234" as the local area code and "5678" as the local phone number.
Phone 4 - Number
The local phone number (excludes country code and local area code). For example, an international phone number format +64 234 5678 has "64" as the country code, "234" as the local area code and "5678" as the local phone number.
Phone 4 - Notes
Import External Reference
An arbitrary data value to store against this participant.
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundTrigger for Bot Messages?
If
no, only messages sent by users will trigger the Zap. Ifyes, messages sent by users and slackbots will trigger the Zap.Warning: Slackbots don't have profiles. If
yes, don't depend on user profile information being present. Also, avoid Zap loops where Zaps trigger and post slackbot messages to the same channel!
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.ChannelRequired
Only channels you are a member of will appear in this list. If you can't find your channel, click the Load More button or switch to the Custom tab and enter the channel's ID. Once live, the trigger will work even if you are not a member of the channel. Note: This trigger only supports attachment information for messages generated by bots. If you need to retrieve attachment information from non-bots, see this help document.
Trigger for Bot Messages?
If
no, only messages sent by users will trigger the Zap. Ifyes, messages sent by users and slackbots will trigger the Zap.Warning: Slackbots don't have profiles. If
yes, don't depend on user profile information being present. Also, avoid Zap loops where Zaps trigger and post slackbot messages to the same channel!
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Channel
Only channels you are a member of will appear in this list. If you can't find your channel, click the Load More button or switch to the Custom tab and enter the channel's ID. Once live, the trigger will work even if you are not a member of the channel.
User Name
Trigger on files created by a single user.
Shared
Trigger when files are shared with you. Please note that this will trigger on created files as well.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.ChannelRequired
Only channels you are a member of will appear in this list. If you can't find your channel, click the Load More button or switch to the Custom tab and enter the channel's ID. Once live, the trigger will work even if you are not a member of the channel.
Trigger for Bot Messages?
If
no, only messages sent by users will trigger the Zap. Ifyes, messages sent by users and slackbots will trigger the Zap.Warning: Slackbots don't have profiles. If
yes, don't depend on user profile information being present. Also, avoid Zap loops where Zaps trigger and post slackbot messages to the same channel!
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Reaction
Only triggers when this reaction is added to a message. Use the dropdown to select one of your team's custom emoji or select
Use a Custom Valueand enter the name of a standard emoji. Use this cheat sheet for reference and be sure not to include the colons. Note that you cannot use an emoji's alias in this field.Channel
Only triggers on reactions added on messages in this public channel. Only channels you are a member of will appear in this list. If you can't find your channel, click the Load More button or switch to the Custom tab and enter the channel's ID. Once live, the trigger will work even if you are not a member of the channel.
User
Only triggers on reactions added by this user.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New User
Triggers when a new Slack user is created / first joins your org.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.ChannelRequired
UsersRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Send Multi Message
Toggle to send to multiple users.
Message TextRequired
Specify text of the message to send. Check out the formatting help doc for advanced options.
Send as a bot?
If you choose
no, this message will appear to come from you. Direct messages are always sent by bots.Bot Name
Specify the bot name which appears as a bold username above the message inside Slack. Defaults to
Zapier. When usingSchedule At, this field will be ignored by slack.Bot Icon
Either an image url or an emoji available to your team (surrounded by
:). For example,https://site.com/icon_256.pngor:robot_face:. When usingSchedule At, this field will be ignored by slack.Include a link to this Zap?
If you choose
yes, a link to this Zap will be added to the end of the message, making it easy for you and your team to edit the Zap with one click.Attach Image by URL
If specified, this will upload the given image URL to Slack and attach it to the message separately.
Auto-Expand Links?
Should Slack try to automatically expand links in this message? For example: turn a YouTube link into a playable widget.
Link Usernames and Channel Names?
If
no, any usernames and channels mentioned won't be linked (or mentioned). Also affects@channeland@group. Unfortunately,@herenotifications cannot be sent by Zapier.Schedule At
Schedule the message to be posted later. Cannot be more than 120 days in the future. If you do schedule a message, rather than post it immediately, this Zap step will not return a
tsorpermalinkfield. This option does not supportBot NameandBot Iconcustomization and will default to Zapier as bot name and icon.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ChannelRequired
Only channels you are a member of will appear in this list. If you can't find your channel, click the Load More button or switch to the Custom tab and enter the channel's ID. Once live, the trigger will work even if you are not a member of the channel.
Message TextRequired
Specify text of the message to send. Check out the formatting help doc for advanced options.
Send as a bot?
If you choose
no, this message will appear to come from you. Direct messages are always sent by bots.Bot Name
Specify the bot name which appears as a bold username above the message inside Slack. Defaults to
Zapier. When usingSchedule At, this field will be ignored by slack.Bot Icon
Either an image url or an emoji available to your team (surrounded by
:). For example,https://site.com/icon_256.pngor:robot_face:. When usingSchedule At, this field will be ignored by slack.Include a link to this Zap?
If you choose
yes, a link to this Zap will be added to the end of the message, making it easy for you and your team to edit the Zap with one click.Attach Image by URL
If specified, this will upload the given image URL to Slack and attach it to the message separately.
Auto-Expand Links?
Should Slack try to automatically expand links in this message? For example: turn a YouTube link into a playable widget.
Link Usernames and Channel Names?
If
no, any usernames and channels mentioned won't be linked (or mentioned). Also affects@channeland@group. Unfortunately,@herenotifications cannot be sent by Zapier.Schedule At
Schedule the message to be posted later. Cannot be more than 120 days in the future. If you do schedule a message, rather than post it immediately, this Zap step will not return a
tsorpermalinkfield. This option does not supportBot NameandBot Iconcustomization and will default to Zapier as bot name and icon.File
Include a file to send along with your message. NOTE: Bot names/icons cannot be customized when sending a File.
Thread
If you want this to be part of a thread, you'll need the timestamp (Ts) of the parent message. For example:
1345232312616.1231232.If you get the message from a trigger, select "use a custom value" from the dropdown and connect accordingly by selecting the Ts field.
Otherwise, add a search step and fetch the message you want.
Broadcast To Channel?
If true, posts in the thread and channel. See here for more info. Ignored unless the message is part of a thread.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.First Name
Fields left blank will be ignored.
Last Name
Fields left blank will be ignored.
Title
Fields left blank will be ignored.
Email
Changing a user's email address will send an email to both the old and new addresses, and also post a slackbot to the user informing them of the change.
User
Update selected values on this user's profile. This argument may only be specified by team admins on paid teams. Defaults to your status, when blank.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Raw Request User Info
Note: Zapier's Slack app supports a limited set of OAuth scopes/permissions, thus many of Slack's API endpoints aren't currently feasible.
Api Docs Info
API docs for Slack are located here https://api.slack.com/methods
HTTP MethodRequired
URLRequired
Requests can only be made to domains associated by this application.
Query String Parameters
These params will be URL-encoded and appended to the URL when making the request.
Headers
Authentication headers are included automatically
Additional Request Headers
Zapier will apply these optional headers and values to the request in addition to any headers created as part of the authentication mechanism.
Body
Zapier will pass this along raw. If you would like to provide complex JSON, try a "Code by Zapier" step to build the structure and pass it along here. For example,
{"foo": "bar"}is perfectly valid.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.EmailRequired
Search is case-insensitive
Return Raw Results?
For most responses, we prettify the result we get from Slack. If we're missing a field you're expecting, set this to true
ActionThis is an event a Zap performs.SearchFind existing data in your appFull NameRequired
We search the normalized name, so don't worry about accents
Return Raw Results?
For most responses, we prettify the result we get from Slack. If we're missing a field you're expecting, set this to true
ActionThis is an event a Zap performs.SearchFind existing data in your app
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How Email by Zapier + Actionstep + Slack Integrations Work
- Step 1: Authenticate Email by Zapier, Actionstep, and Slack.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.
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