1.Catches inbound intake submission
Integrate Webhooks by Zapier and webhook intake forms to capture submission fields, then map names, email, and matter title data to Actionstep.
Create client contact and matter from intake submissions
Automatically catch intake submission webhooks across Webhooks by Zapier and Actionstep. Create and update records when case types normalize or links attachβso you can route faster, triage matters, and log intake notes without manual triage.
How this automation accelerates intake triage your matters
When intake submissions arrive, delays can stall contact and matter setup for new matters. This automation catches inbound webhooks, normalizes case types, and creates or updates Actionstep recordsβso your team can triage faster.
Webhooks by Zapieror swap with your favorite app
2.Normalizes and maps case type
Integrate Code by Zapier and data normalization tools to standardize the submitted case type and return a canonical matter type id.
Code by Zapieror swap with your favorite app
3.Finds or creates contact then creates matter
Integrate Actionstep and practice management tools to search by email, create the contact if needed, and create the matter with notes.
Actionstepor swap with your favorite app
4.Attaches submitted intake links
Integrate Looping by Zapier, Webhooks by Zapier, and Actionstep to parse URLs, validate them, and update the matter with external references.
Looping by Zapieror swap with your favorite app
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Accelerate client intake with automated lead capture, matter routing, and intake alerts
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Step 1
Connect your tools
Bring your apps together so information can move automatically between the tools your team already uses.
Step 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
Automate and measure
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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