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  • Actionstep logoActionstep logo

Typeform + Actionstep Integrations

How to connect Typeform + Actionstep

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  • Typeform triggers, actions, and search
    New Entry
    Triggers when a form is submitted.
    Trigger
    Instant
  • Typeform triggers, actions, and search
    Create an Empty Form
    Creates a new empty form.
    Action
    Write
  • Typeform triggers, actions, and search
    Duplicates an Existing Form
    Duplicates an existing form
    Action
    Write
  • Typeform triggers, actions, and search
    Update Dropdown, Multiple Choice or Ranking Question Options
    Update Dropdown, Multiple Choice or Ranking Question Options
    Action
    Write
  • Typeform triggers, actions, and search
    Lookup Responses
    Looks up responses for a given criteria.
    Action
    Search
  • 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 when a participant/contact is created.

    Instant

    Trigger

  • Actionstep

    Triggers when a step change occurs on an action/matter.

    Instant

    Trigger

  • Actionstep

    Triggers when a new task is created.

    Instant

    Trigger

  • Actionstep

    Triggers when an existing Matter is updated.

    Instant

    Trigger

  • Actionstep

    Adds a participant to an action/matter.

    Scheduled

    Action

  • Actionstep

    Creates a new action/matter.

    Scheduled

    Action

  • Actionstep

    Creates a company contact.

    Scheduled

    Action

  • Actionstep

    Creates a new file note for an action/matter.

    Scheduled

    Action

  • Actionstep

    Creates an individual contact.

    Scheduled

    Action

  • Actionstep

    Creates a task for an action/matter.

    Scheduled

    Action

  • Actionstep

    Create a disbursement.

    Scheduled

    Action

  • Actionstep

    Creates a time entry.

    Scheduled

    Action

  • Actionstep

    Update company contact

    Scheduled

    Action

  • Actionstep

    Updates an existing file note.

    Scheduled

    Action

  • Actionstep

    Update an individual contact

    Scheduled

    Action

  • Actionstep

    Updates a matter.

    Scheduled

    Action

  • Actionstep

    Updates a matter custom field value.

    Scheduled

    Action

  • Actionstep

    Updates a task.

    Scheduled

    Action

  • Actionstep

    Find a matter custom field based on the supplied custom field name.

    Scheduled

    Action

  • Actionstep

    Finds a tax code record based on the supplied code.

    Scheduled

    Action

  • Actionstep

    Retrieve a matter custom field value based on the supplied custom field id and matter id.

    Scheduled

    Action

  • Actionstep

    Find a contact/participant by name or ID.

    Scheduled

    Action

  • Actionstep

    Finds a matter/action by name or ID.

    Scheduled

    Action

  • Actionstep

    Find a contact based on different search criteria.

    Scheduled

    Action

  • Actionstep

    Find a matter based on different search criteria.

    Scheduled

    Action

  • Actionstep

    Find or Create Contact

    Scheduled

    Action

  • Actionstep

    Find or Create Matter

    Scheduled

    Action

  • Actionstep

    Find or Create Participant

    Scheduled

    Action

  • Actionstep

    Find a contact based on different search criteria.

    Scheduled

    Action

How Typeform + Actionstep Integrations Work

  1. Step 1: Authenticate Typeform 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.

Typeform Tutorials

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typeform logo

About Typeform

Typeform helps you ask awesomely online! If you ever need to run a survey, questionnaire, form, contest etc. Typeform will help you achieve it beautifully across all devices, every time, using its next generation platform.
Learn more

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actionstep logo
actionstep logo

About Actionstep

Actionstep is a Legal Practice Management Solution for Law firms.

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