Woodpecker + Actionstep Integrations
How to connect Woodpecker + Actionstep
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Popular Woodpecker + Actionstep workflows
Create company contacts in Actionstep from newly submitted Woodpecker questionnaires
Create company contacts in Actionstep from newly submitted Woodpecker questionnaires
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New Questionnaire SubmittedTriggers whenever a questionnaire is submittedTrigger- Create/Update Client ProfileCreate or update a client profile within Woodpecker given their email address.Action
- Populate DocumentsPopulates one document or multiple with values that you specify.Action
New MatterTriggers when an action/matter is created.Trigger- New Matter ParticipantTriggers when a participant/contact is added to an action/matter.Trigger
- New File NoteTriggers when a new file note is created.Trigger
- New ContactTriggers when a participant/contact is created.Trigger
- Matter Step ChangedTriggers when a step change occurs on an action/matter.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 Woodpecker + Actionstep Integrations Work
- Step 1: Authenticate Woodpecker 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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