Plumsail Documents + Actionstep Integrations
How to connect Plumsail Documents + Actionstep
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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 found
Process NameRequired
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
How Plumsail Documents + Actionstep Integrations Work
- Step 1: Authenticate Plumsail Documents 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.
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