Actionstep + Acuity Scheduling + Lawcus Integrations
How to connect Actionstep + Acuity Scheduling + Lawcus
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Do even more with Actionstep + Acuity Scheduling + Lawcus
With Zapier, you can do more than just connect your apps - you can automate entire processes from beginning to end! Check out the following list of triggers and actions you can use with Actionstep, Acuity Scheduling, and Lawcus. And don’t forget that you can add more apps and actions to create complex workflows.
New Matter
Triggers when an action/matter is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New File Note
Triggers when a new file note is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Matter Step Changed
Triggers when a step change occurs on an action/matter.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Updated Matter
Triggers when an existing Matter is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Assigned to Participant ID
Action TypeRequired
Action NameRequired
Action StatusRequired
File Reference
Priority
File Note
Import External Reference
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.MatterRequired
Note TextRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Rate Sheet
Assigned ToRequired
Action IDRequired
Task NameRequired
Task StatusRequired
PriorityRequired
Due DateRequired
Actual HoursRequired
Billable HoursRequired
Started Date/Time
Completed Date/Time
Description
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Date
DescriptionRequired
Actual HoursRequired
Billable Hours
Rate
Matter Id
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.File Note IdRequired
Note ContentRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Matter IdRequired
Assign to Participant Id
Name
Status
Reference
Priority
Import External Reference
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Task IdRequired
Status
Priority
Assigned To
Due Date
Actual Hours
Billable Hours
Completed Date/Time
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Custom Field NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appCustom Field IdRequired
Matter IdRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch ByRequired
Search ValueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch propertyRequired
Search valueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch ByRequired
Search ValueRequired
Assigned to Participant ID
Action TypeRequired
Action NameRequired
Action StatusRequired
File Reference
Priority
File Note
Import External Reference
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundTime Before (Unit)
Appointment Type
Calendar
Time BeforeRequired
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planCalendar
Appointment Type
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
New Product Order
Triggers when a new order is completed.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.PackageRequired
Certificate Code
Email Address
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Api Docs Info
Stop on errorRequired
HTTP MethodRequired
URLRequired
Query string parameters
Additional request headers
Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Appointment IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app
Invoice State Changed
Triggers when the status of an invoice is updated (e.g., from Draft to Approved or from Sent to Paid). Use this trigger to monitor billing progress and automate workflows based on invoice state.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Lead Not Hired
Triggers when a lead is marked as “Not Hired.” Helps you track lost opportunities and kick off follow-up workflows or reporting.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Matter Closed
Triggers when a legal matter is marked as closed. Perfect for initiating post-matter processes like archiving, invoicing, or client follow-up.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Company Created
Triggered when a new organization or company contact is added. Facilitates streamlined integration with business contact records and supports corporate client onboarding processes.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Expense
Triggers when a new expense is logged. Use this to automate expense tracking, approvals, or syncing with accounting software.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Invoice Generated
Triggered when a new invoice is issued within the system. Enables downstream billing automation, financial tracking, and client notification processes.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Lead Converted to Matter
Triggered when a lead is successfully converted into an active matter. Ensures smooth transition by initiating matter-specific processes, updating records, and assigning legal resources.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Person Created
Triggered when a new individual contact is added to the system. Ideal for syncing personal contact details across CRMs, initiating introductory communications, or updating client profiles.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Task Completed
Triggers when a task’s status changes to “Completed.” Use this to update progress reports, trigger follow-up tasks, or notify stakeholders.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Workflow IdRequired
Matter IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
Title
Website
Phone
Phone Type
Email
Email Type
Street
City
State
Zip/Postal Code
Country
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TitleRequired
Calendar
Matter
Start dateRequired
End dateRequired
Location
Description
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.AmountRequired
Matter/LeadRequired
Timekeeper
Activity Category
UTBMS task code
DateRequired
Discount
Description
Private Note
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CommentRequired
Lead idRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.MatterRequired
CommentRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
Description
WorkflowRequired
StageRequired
Billing TypeRequired
Rate
Client
Open Date
Country
Due Date
Close Date
Practice
Number
Location
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Timekeeper
Matter/LeadRequired
DateRequired
Description
Rate
Discount
Duration
Activity Category
UTBMS task code
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.IdRequired
Lead Type
First Name
Last Name
Email
Phone
Lead Source
Referred by
Description
Street
City
State/Province
Zip/Postal code
Country
Pipeline
Stage
Practice Area
Location
Responsible Attorney
Originating Attorney
Members
Tags
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.IdRequired
Company
First Name
Last Name
Title
Website
Email
Email Type
Phone Number
Phone Type
Street
City
State
Zip/Postal Code
Country
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Search ContactRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appNameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appEmailRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appName or EmailRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app
New Matter Participant
Triggers when a participant/contact is added to an action/matter.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Contact
Triggers when a participant/contact is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Task
Triggers when a new task is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Participant TypeRequired
ParticipantRequired
MatterRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Company/Business NameRequired
Physical Address - Line 1
Physical Address - Line 2
Physical Address - City
Physical Address -State/Province
Physical Address - ZIP/Post Code
Physical Address - Country CodeRequired
Mailing Address - Line 1
Mailing Address - Line 2
Mailing Address - City
Mailing Address - State/Province
Mailing Address - ZIP/Post Code
Mailing Address - CountryRequired
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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Salutation
First Name
Middle Name(s)
Last NameRequired
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 CodeRequired
Mailing Address - Line 1
Mailing Address - Line 2
Mailing Address - City
Mailing Address - State/Province
Mailing Address - ZIP/Post Code
Mailing Address - CountryRequired
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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Matter IdRequired
DateRequired
DescriptionRequired
Quantity
Unit priceRequired
Includes TaxRequired
Tax Code IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.IdRequired
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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Custom Field Value IdRequired
Custom Field ValueRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Api Docs Info
Stop on errorRequired
HTTP MethodRequired
URLRequired
Query string parameters
Additional request headers
Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Tax CodeRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch ByRequired
Search ValueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch propertyRequired
Search valueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch ByRequired
Search ValueRequired
Indentity TypeRequired
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 CodeRequired
Mailing Address - Line 1
Mailing Address - Line 2
Mailing Address - City
Mailing Address - State/Province
Mailing Address - ZIP/Post Code
Mailing Address - CountryRequired
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
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundSearch propertyRequired
Search valueRequired
Indentity TypeRequired
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 CodeRequired
Mailing Address - Line 1
Mailing Address - Line 2
Mailing Address - City
Mailing Address - State/Province
Mailing Address - ZIP/Post Code
Mailing Address - CountryRequired
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
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundCalendar
Appointment Type
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Calendar
Appointment Type
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.CouponRequired
Certificate Code
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CalendarRequired
Start Date and TimeRequired
End Date and TimeRequired
Notes
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Add or Update Client
This action updates a client's information in Acuity Scheduling. If the client does not exist, it creates a new client.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.First Name
Last Name
E-Mail
ActionThis is an event a Zap performs.SearchFind existing data in your appNew Communication
Triggers when a new communication is logged in the system (e.g., emails, calls, or messages). Ideal for keeping your team or CRM in sync with the latest client interactions.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Calendar Entry
Triggers when a new calendar event is added. Great for syncing schedules or creating reminders and alerts across platforms.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Flat Fee
Triggers when a new flat fee entry is created for a matter. Useful for billing automation or syncing pricing structures across tools.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Lead Created
Triggered when a new prospective client (lead) is added to the system. Supports immediate engagement through lead qualification workflows, outreach automation, or system-wide updates.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Matter Created
Triggered when a new legal matter is opened in the system. Recommended for launching matter intake procedures, assigning legal teams, or initiating workflow automation.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Task
Triggers when a new task is created within a matter or project. Use this to automate task notifications, assignments, or integrations with project tools.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Time Entry
Triggers when a new time entry is created. Helpful for syncing time logs with billing tools or tracking productivity in real-time.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Matter IdRequired
Date of CommunicationRequired
SubjectRequired
BodyRequired
Type of CommunicationRequired
To (Contacts)
To (Teammates)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ContactRequired
CommentRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Timekeeper
Matter/Lead
DateRequired
RateRequired
QuantityRequired
Discount
Activity Category
Public Note
Private Note
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.First NameRequired
Last NameRequired
Phone
Email
Lead Source
Referred by
Street
City
State/Province
Zip/Postal code
Country
Description
StageRequired
Practice Area
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Company nameRequired
Phone
Email
Lead Source
Referred by
Street
City
State/Province
Zip/Postal code
Country
Description
StageRequired
Practice Area
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
Description
MatterRequired
Due Date
Assign Member
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Company
First NameRequired
Last NameRequired
Title
Website
Email
Email Type
Phone Number
Phone Type
Street
City
State
Zip/Postal Code
Country
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.IdRequired
Name
Title
Website
Phone
Phone Type
Email
Email Type
Street
City
State
Zip/Postal Code
Country
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.IdRequired
Pipeline
Stage
Practice
Client
Name
Description
Open Date
Due Date
Close Date
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.idRequired
Name
Description
Due Date
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Invoice numberRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch MatterRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appWorkflowRequired
NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appNameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app
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How Actionstep + Acuity Scheduling + Lawcus Integrations Work
- Step 1: Authenticate Actionstep, Acuity Scheduling, and Lawcus.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.
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