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GetBusy + Actionstep Integrations

How to connect GetBusy + Actionstep

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Supported triggers and actions

What does this mean?
  • GetBusy triggers, actions, and search
    Create Connection
    Creates a connection from the details you specify.
    Action
    Write
  • GetBusy triggers, actions, and search
    Create Note
    Creates a new note from the details you specify.
    Action
    Write
  • GetBusy triggers, actions, and search
    Create To-do
    Creates a new to-do from the details you specify.
    Action
    Write
  • Actionstep triggers, actions, and search
    New Matter
    Triggers when an action/matter is created.
    Trigger
    Instant
  • Actionstep triggers, actions, and search
    New Matter Participant
    Triggers when a participant/contact is added to an action/matter.
    Trigger
    Instant
  • Actionstep triggers, actions, and search
    New File Note
    Triggers when a new file note is created.
    Trigger
    Instant
  • Actionstep triggers, actions, and search
    New Contact
    Triggers when a participant/contact is created.
    Trigger
    Instant
  • Actionstep triggers, actions, and search
    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 GetBusy + Actionstep Integrations Work

  1. Step 1: Authenticate GetBusy and Actionstep.
    30 seconds
  2. Step 2: Pick one of the apps as a trigger, which will kick off your automation.
    15 seconds
  3. Step 3: Choose a resulting action from the other app.
    15 seconds
  4. Step 4: Select the data you want to send from one app to the other.
    2 minutes
  5. That’s it! More time to work on other things.
Connect apps
getbusy logo
getbusy logo
getbusy logo

About GetBusy

GetBusy is a secure messaging platform that helps you communicate more productively. It's simply a better way to work with your team and your clients.

Related categories

  • Task Management
actionstep logo
actionstep logo
actionstep logo

About Actionstep

Actionstep is a Legal Practice Management Solution for Law firms.

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