1.New matter created
Integrate Actionstep, intake systems, and workflow triggers to detect new matter payloads and start automated channel setup.
Create matter channel and notify the case team
Automatically detect new matter created for matters across Actionstep and Slack. Create private channels and notify the case team when matters open or reference details appear, or intake fields are capturedβso you can normalize channel names, invite the right owners, and post welcome context without manual channel setup.
How this automation accelerates matter onboarding for your team
When new matter created events go unhandled, channel setup and onboarding messages get delayed. This automation formats matter context, creates a private Slack channel, invites the case team, and posts a welcome messageβso your team can collaborate faster.
Actionstepor swap with your favorite app
2.Format channel name
Integrate Formatter by Zapier and data mapping tools to normalize channel names and convert matter fields to a hyphenated slug.
Formatter by Zapieror swap with your favorite app
3.Create private channel
Integrate Slack and channel management tools to create a new private channel and set the channel topic and purpose.
Slackor swap with your favorite app
4.Invite case team members
Integrate Slack and identity mapping tools to invite configured case owners and practice managers by user email or username.
5.Post welcome message
Integrate Slack and content templates to post a welcome message with matter context, intake notes, and a quick reference.
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Explore all matter management automations
Streamline legal matter tracking with automated matter intake, deadline updates, and record routing
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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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