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1. Choose trigger event

2. Choose action

1. Select the event

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Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "New Matter" from Actionstep.

Add your action

An action happens after the trigger—such as "Create New Candidate or Update Existing Candidate" in Recruitly.

You’re connected!

Zapier seamlessly connects Actionstep and Recruitly, automating your workflow.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

New Matter
Triggers when an action/matter is created.
Trigger
Instant
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New File Note
Triggers when a new file note is created.
Trigger
Instant
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Matter Step Changed
Triggers when a step change occurs on an action/matter.
Trigger
Instant
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Updated Matter
Triggers when an existing Matter is updated.
Trigger
Instant
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- Assigned to Participant ID
- Action Type
  Required
- Action Name
  Required
- Action Status
  Required
- File Reference
- Priority
- File Note
- Import External Reference
Action
Write

- Matter
  Required
- Note Text
  Required
Action
Write
- Rate Sheet
- Assigned To
  Required
- Action ID
  Required
- Task Name
  Required
- Task Status
  Required
- Priority
  Required
- Due Date
  Required
- Actual Hours
  Required
- Billable Hours
  Required
- Started Date/Time
- Completed Date/Time
- Description
Action
Write

- Date
- Description
  Required
- Actual Hours
  Required
- Billable Hours
- Rate
- Matter Id
Action
Write
- File Note Id
  Required
- Note Content
  Required
Action
Write
- Matter Id
  Required
- Assign to Participant Id
- Name
- Status
- Reference
- Priority
- Import External Reference
Action
Write
- Task Id
  Required
- Status
- Priority
- Assigned To
- Due Date
- Actual Hours
- Billable Hours
- Completed Date/Time
Action
Write
- Custom Field Name
  Required
Action
Search
- Custom Field Id
  Required
- Matter Id
  Required
Action
Search
- Search By
  Required
- Search Value
  Required
Action
Search
- Search property
  Required
- Search value
  Required
Action
Search
- Search By
  Required
- Search Value
  Required
- Assigned to Participant ID
- Action Type
  Required
- Action Name
  Required
- Action Status
  Required
- File Reference
- Priority
- File Note
- Import External Reference
Action
Search or write
Candidate Web Form Submitted
Triggers when a Candidate Web Form is submitted.
Trigger
Instant
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Candidate Share - CV Downloaded
Triggers when a shared Candidate's CV is downloaded by the recipient.
Trigger
Instant
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Candidate Share - Interview Requested
Triggers when a client requests interview for shared CV.
Trigger
Instant
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Email Sequence Reply Received
Triggers when a recipient replies for an email sent via Email Sequence.
Trigger
Instant
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Job Expired
Triggers when a job has expired.
Trigger
Instant
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Job Published to Website
Triggers when a new Job is published to website
Trigger
Instant
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List All Lead Pipeline Names
List all lead pipeline names and their statuses from your Recruitly account.
Trigger
Polling
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New Company Created
Triggers when a new company is created.
Trigger
Instant
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New Interview Scheduled
Triggers when a new interview is schedule.
Trigger
Instant
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New Job Application
Triggers when a new job application is received.
Trigger
Instant
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New Lead Created
Triggers when a new lead is created.
Trigger
Instant
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New Placement Created
Triggers when a new Placement is created.
Trigger
Instant
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Opportunity Won
Triggers when an Opportunity is won.
Trigger
Instant
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Client Portal Candidate Rejected
Triggers when a client rejects candidate from portal.
Trigger
Instant
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Task Closed
Triggers when a Task is closed.
Trigger
Instant
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- First Name
  Required
- Surname
  Required
- Email
  Required
- Mobile
- Work Phone
- Address Country
- Address City
- Address Postcode/Zip
- Job Title
- Company Name
- Notes
- Candidate ID
Action
Write
- First Name
  Required
- Surname
  Required
- Headline
- Email
  Required
- Phone
  Required
- Company Name
  Required
- Address City
  Required
- Address Country
  Required
- Address Postcode/Zip
  Required
- Source
- Contact ID
Action
Write
- Activity Type
  Required
- Notes
  Required
- Assign Note To Record
  Required
- Assigned By User
Action
Write
- Job Application ID
  Required
Action
Search
- Web Form ID
  Required
Action
Search
- Contact Id
  Required
Action
Search
- Job ID
  Required
Action
Search
- Opportunity ID
  Required
Action
Search
- Task ID
  Required
Action
Search
- User ID
  Required
Action
Search

New Matter Participant
Triggers when a participant/contact is added to an action/matter.
Trigger
Instant
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New Contact
Triggers when a participant/contact is created.
Trigger
Instant
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New Task
Triggers when a new task is created.
Trigger
Instant
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- Participant Type
  Required
- Participant
  Required
- Matter
  Required
Action
Write
- Company/Business Name
  Required
- Physical Address - Line 1
- Physical Address - Line 2
- Physical Address - City
- Physical Address -State/Province
- Physical Address - ZIP/Post Code
- Physical Address - Country Code
  Required
- Mailing Address - Line 1
- Mailing Address - Line 2
- Mailing Address - City
- Mailing Address - State/Province
- Mailing Address - ZIP/Post Code
- Mailing Address - Country
  Required
- Phone 1 - Label
- Phone 1 - Country Code
- Phone 1 - Area Code
- Phone 1 - Number
- Phone 1 - Notes
- Fax Number
- SMS Number
- Email Address
- Website Address
- Division ID
- Phone 2 - Label
- Phone 2 - Country Code
- Phone 2 - Area Code
- Phone 2 - Number
- Phone 2 - Notes
- Phone 3 - Label
- Phone 3 - Country Code
- Phone 3 - Area Code
- Phone 3 - Number
- Phone 3 - Notes
- Phone 4 - Label
- Phone 4 - Country Code
- Phone 4 - Area Code
- Phone 4 - Number
- Phone 4 - Notes
- Import External Reference
Action
Write
- Salutation
- First Name
- Middle Name(s)
- Last Name
  Required
- Suffix
- Preferred Name
- Physical Address - Line 1
- Physical Address - Line 2
- Physical Address - City
- Physical Address -State/Province
- Physical Address - ZIP/Post Code
- Physical Address - Country Code
  Required
- Mailing Address - Line 1
- Mailing Address - Line 2
- Mailing Address - City
- Mailing Address - State/Province
- Mailing Address - ZIP/Post Code
- Mailing Address - Country
  Required
- Phone 1 - Label
- Phone 1 - Country Code
- Phone 1 - Area Code
- Phone 1 - Number
- Phone 1 - Notes
- Fax Number
- SMS Number
- Email Address
- Website Address
- Occupation
- Birthday
- Date of Death
- Marital Status
- Gender
- Division ID
- Phone 2 - Label
- Phone 2 - Country Code
- Phone 2 - Area Code
- Phone 2 - Number
- Phone 2 - Notes
- Phone 3 - Label
- Phone 3 - Country Code
- Phone 3 - Area Code
- Phone 3 - Number
- Phone 3 - Notes
- Phone 4 - Label
- Phone 4 - Country Code
- Phone 4 - Area Code
- Phone 4 - Number
- Phone 4 - Notes
- Import External Reference
Action
Write
- Matter Id
  Required
- Date
  Required
- Description
  Required
- Quantity
- Unit price
  Required
- Includes Tax
  Required
- Tax Code Id
  Required
Action
Write
- Id
  Required
- Company/Business Name
- Physical Address - Line 1
- Physical Address - Line 2
- Physical Address - City
- Physical Address - State/Province
- Physical Address - ZIP/Post Code
- Physical Address - Country Code
- Mailing Address - Line 1
- Mailing Address - Line 2
- Mailing Address - City
- Mailing Address - State/Province
- Mailing Address - ZIP/Post Code
- Mailing Address - Country Code
- Phone 1 - Label
- Phone 1 - Country Code
- Phone 1 - Area Code
- Phone 1 - Number
- Phone 1 - Notes
- Fax Number
- SMS Number
- Email Address
- Website Address
- Phone 2 - Label
- Phone 2 - Country Code
- Phone 2 - Area Code
- Phone 2 - Number
- Phone 2 - Notes
- Phone 3 - Label
- Phone 3 - Country Code
- Phone 3 - Area Code
- Phone 3 - Number
- Phone 3 - Notes
- Phone 4 - Label
- Phone 4 - Country Code
- Phone 4 - Area Code
- Phone 4 - Number
- Phone 4 - Notes
- Import External Reference
Action
Write
- Id
- Salutation
- First Name
- Middle Names(s)
- Last Name
- Suffix
- Preferred Name
- Physical Address - Line 1
- Physical Address - Line 2
- Physical Address - City
- Physical Address - State/Province
- Physical Address - ZIP/Post Code
- Physical Address - Country Code
- Mailing Address - Line 1
- Mailing Address - Line 2
- Mailing Address - City
- Mailing Address - State/Province
- Mailing Address - ZIP/Post Code
- Mailing Address - Country Code
- Phone 1 - Label
- Phone 1 - Country Code
- Phone 1 - Area Code
- Phone 1 - Number
- Phone 1 - Notes
- Fax Number
- SMS Number
- Email Address
- Website Address
- Occupation
- Birthday
- Date of Death
- Marital Status
- Gender
- Phone 2 - Label
- Phone 2 - Country Code
- Phone 2 - Area Code
- Phone 2 - Number
- Phone 2 - Notes
- Phone 3 - Label
- Phone 3 - Country Code
- Phone 3 - Area Code
- Phone 3 - Number
- Phone 3 - Notes
- Phone 4 - Label
- Phone 4 - Country Code
- Phone 4 - Area Code
- Phone 4 - Number
- Phone 4 - Notes
- Import External Reference
Action
Write
- Custom Field Value Id
  Required
- Custom Field Value
  Required
Action
Write
- Api_docs_info
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Tax Code
  Required
Action
Search
- Search By
  Required
- Search Value
  Required
Action
Search
- Search property
  Required
- Search value
  Required
Action
Search
- Search By
  Required
- Search Value
  Required
- Indentity Type
  Required
- Company/Business Name
- Salutation
- First Name (Individual Only)
- Middle Name(s) (Individual Only)
- Last Name (Individual Only)
- Suffix (Individual Only)
- Preferred Name (Individual Only)
- Physical Address - Line 1
- Physical Address - Line 2
- Physical Address - City
- Physical Address -State/Province
- Physical Address - ZIP/Post Code
- Physical Address - Country Code
  Required
- Mailing Address - Line 1
- Mailing Address - Line 2
- Mailing Address - City
- Mailing Address - State/Province
- Mailing Address - ZIP/Post Code
- Mailing Address - Country
  Required
- Phone 1 - Label
- Phone 1 - Country Code
- Phone 1 - Area Code
- Phone 1 - Number
- Phone 1 - Notes
- Fax Number
- SMS Number
- Email Address
- Website Address
- Occupation (Individual Only)
- Birthday
- Date of Death
- Marital Status
- Gender
- Division ID
- Phone 2 - Label
- Phone 2 - Country Code
- Phone 2 - Area Code
- Phone 2 - Number
- Phone 2 - Notes
- Phone 3 - Label
- Phone 3 - Country Code
- Phone 3 - Area Code
- Phone 3 - Number
- Phone 3 - Notes
- Phone 4 - Label
- Phone 4 - Country Code
- Phone 4 - Area Code
- Phone 4 - Number
- Phone 4 - Notes
- Import External Reference
Action
Search or write
- Search property
  Required
- Search value
  Required
- Indentity Type
  Required
- Company/Business Name
- Salutation
- First Name (Individual Only)
- Middle Name(s) (Individual Only)
- Last Name (Individual Only)
- Suffix (Individual Only)
- Preferred Name (Individual Only)
- Physical Address - Line 1
- Physical Address - Line 2
- Physical Address - City
- Physical Address -State/Province
- Physical Address - ZIP/Post Code
- Physical Address - Country Code
  Required
- Mailing Address - Line 1
- Mailing Address - Line 2
- Mailing Address - City
- Mailing Address - State/Province
- Mailing Address - ZIP/Post Code
- Mailing Address - Country
  Required
- Phone 1 - Label
- Phone 1 - Country Code
- Phone 1 - Area Code
- Phone 1 - Number
- Phone 1 - Notes
- Fax Number
- SMS Number
- Email Address
- Website Address
- Occupation (Individual Only)
- Birthday
- Date of Death
- Marital Status
- Gender
- Division ID
- Phone 2 - Label
- Phone 2 - Country Code
- Phone 2 - Area Code
- Phone 2 - Number
- Phone 2 - Notes
- Phone 3 - Label
- Phone 3 - Country Code
- Phone 3 - Area Code
- Phone 3 - Number
- Phone 3 - Notes
- Phone 4 - Label
- Phone 4 - Country Code
- Phone 4 - Area Code
- Phone 4 - Number
- Phone 4 - Notes
- Import External Reference
Action
Search or write
Candidate Shared
Triggers when a Candidate is shared by the user.
Trigger
Instant
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Candidate Share - Info Requested
Triggers when candidate info is requested via Candidate Share.
Trigger
Instant
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Candidate Share - Viewed
Triggers when a shared Candidate is viewed by the recipient.
Trigger
Instant
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Job Closed
Triggers when a job is closed
Trigger
Instant
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Job Pipeline Updated
Triggers when a job pipeline has been updated.
Trigger
Instant
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List All Activity Types
List all activity types from your Recruitly account.
Trigger
Polling
Try It
New Candidate Created
Triggers when a new Candidate is created.
Trigger
Instant
Try It
New Contact Created
Triggers when a new contact is created.
Trigger
Instant
Try It
Job Advert Created
Triggers when a new Job Advert is created.
Trigger
Instant
Try It
New Job Created
Triggers when a new Job is created.
Trigger
Instant
Try It
New Opportunity Created
Triggers when a new opportunity is created.
Trigger
Instant
Try It
New Task Created
Triggers when a new Task is created.
Trigger
Instant
Try It
Client Portal Interview Requested
Triggers when a client requests interview from client portal.
Trigger
Instant
Try It
Client Portal Candidate Shortlisted
Triggers when a client shortlists candidate from portal.
Trigger
Instant
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New User KPI Activity
Triggers when a user advances towards their designated KPI or Goal
Trigger
Polling
Try It
- Company Name
  Required
- Company Overview
- Address City
  Required
- Address Country
  Required
- Address PostCode/Zip
- Company Phone
- Company Website
- Company LinkedIn
- Source
- Company ID
Action
Write
- First Name
  Required
- Surname
  Required
- Company Name
- Email
  Required
- LinkedIn
- Mobile
- Work Phone
- Address Country
- Address City
- Address Postcode/Zip
- Lead Pipeline Status
- Lead ID
Action
Write
- Opportunity Title
  Required
- Opportunity Type
  Required
- Opportunity Description
- Opportunity Deal Value
- Opportunity Source
- Company Name
- Contact First Name
- Contact Surname
- Contact Headline
- Contact Email
- Contact Phone
- Contact Address City
- Contact Address Country
- Contact Address Postcode/Zip
- Opportunity Win Probability
- Opportunity Start Date
- Opportunity Forecast Closing Date
- Opportunity ID
Action
Write
- Candidate ID
  Required
Action
Search
- Company ID
  Required
Action
Search
- Job Advert ID
  Required
Action
Search
- Lead ID
  Required
Action
Search
- Placement ID
  Required
Action
Search
- Email Address
  Required
Action
Search
- Query String
  Required
Action
Search

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Connect Actionstep and Recruitly to integrate crucial parts of your business

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Automate your lead management and improve conversions

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Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

Make work flow with AI

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About Actionstep

Actionstep is a Legal Practice Management Solution for Law firms.

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About Recruitly

Accelerate growth and fast-forward your agency with AI & Automation. Recruitly is a UK-based cloud recruiting system offering Sales, Recruiting, Marketing, Automation, and AI tools all under one roof.