Actionstep + Email by Zapier

Create file notes in Actionstep for new inbound emails from Email by Zapier

Ensure efficient record maintenance with this workflow. When a new email arrives in your Email by Zapier app, a note is instantly created in Actionstep. Beneficial for those managing frequent inbound communication, this process streamlines the tracking of vital correspondences in real-time.

Ensure efficient record maintenance with this workflow. When a new email arrives in your Email by Zapier app, a note is instantly created in Actionstep. Beneficial for those managing frequent inbound communication, this process streamlines the tracking of vital correspondences in real-time.

  1. When this happens...
    Email by ZapierEmail by Zapier
    New Inbound Email

    Triggers when an email is forwarded to your own custom zapiermail.com address.

    TriggerInstant
  2. automatically do this!
    ActionstepActionstep
    Create File Note

    Creates a new file note for an action/matter.

    ActionWrite
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Supported triggers and actions

    • Setup Directions

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

    Matter Step Changed

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

    Trigger
    Instant
    Try It
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About Actionstep

Actionstep is a Legal Practice Management Solution for Law firms.

Related categories

  • CRM (Customer Relationship Management)

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Zapier Interfaces integrationsZapier Interfaces integrations

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