Actionstep + Email by Zapier

Send outbound emails via Email by Zapier whenever matter steps change in Actionstep

Stay on top of your workflow in Actionstep with this convenient integration. When a Matter Step changes in Actionstep, an immediate email is fired off through Email by Zapier. It keeps communication efficient and ensures team members are aware of any updates or changes, enhancing team coordination and task management. Get instant updates and keep everyone on the same page, with no manual intervention required.

Stay on top of your workflow in Actionstep with this convenient integration. When a Matter Step changes in Actionstep, an immediate email is fired off through Email by Zapier. It keeps communication efficient and ensures team members are aware of any updates or changes, enhancing team coordination and task management. Get instant updates and keep everyone on the same page, with no manual intervention required.

  1. When this happens...
    ActionstepActionstep
    Matter Step Changed

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

    TriggerInstant
  2. automatically do this!
    Email by ZapierEmail by Zapier
    Send Outbound Email

    Send up to 5 emails per day on Free or Trial Zapier plans, or up to 10 emails per hour on paid Zapier plans from a custom zapiermail.com address.

    ActionWrite
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Supported triggers and actions

  • Actionstep triggers, actions, and search

    New Matter Participant

    Triggers when a participant/contact is added to an action/matter.

    Trigger
    Instant
    Try It
  • Actionstep triggers, actions, and search

    New Contact

    Triggers when a participant/contact is created.

    Trigger
    Instant
    Try It
    • Participant TypeRequired

    • ParticipantRequired

    • MatterRequired

    Action
    Write
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actionstep logo

About Actionstep

Actionstep is a Legal Practice Management Solution for Law firms.

Related categories

  • CRM (Customer Relationship Management)

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Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier
email logo
email logo

About Email by Zapier

Send and receive email via a custom Zapier email address at "zapiermail.com". This is great for triggering off of emails and sending custom emails. (Max of 10 email sends per hour.) Have direct access to your own email servers? Check out our IMAP and SMTP services!
Learn more

Related categories

  • Email
  • Zapier