Typeform + Actionstep Integrations

How to connect Typeform + Actionstep

Zapier lets you send info between Typeform and Actionstep automatically—no code required.

When this happens...

New Entry

Triggers when a form is submitted.

automatically do this!

Add Participant to Matter

Adds a participant to an action/matter.

Supported triggers and actions

What does this mean?

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

New Matter
Triggers when an action/matter is created.
Trigger
Instant
New Matter Participant
Triggers when a participant/contact is added to an action/matter.
Trigger
Instant

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 or Create Contact
Scheduled
Action
Actionstep
Find or Create Matter
Scheduled
Action
Actionstep
Find or Create Participant
Scheduled
Action

How Typeform + Actionstep Integrations Work

Step 1: Authenticate Typeform + 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.

Connect apps

Connect Typeform + Actionstep

About Typeform

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