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.

When this happens...
New Inbound Email
Triggers when an email is forwarded to your own custom zapiermail.com address.
TriggerInstant
automatically do this!
Create File Note
Creates a new file note for an action/matter.
ActionWrite

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Supported triggers and actions

New Inbound Email
Triggers when an email is forwarded to your own custom
Trigger
Instant
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- Zap Id
- Free Test Limitation
- ToRequired
- SubjectRequired
- Body (HTML or Plain)Required
- Attachment
- From Name
- Reply To
- Cc
- Bcc
- Force Linebreaks?
- Enable read receipts?
Action
Write
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 TypeRequired
- ParticipantRequired
- MatterRequired
Action
Write
- 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
Action
Write

- 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
Action
Write
- Matter IdRequired
- DateRequired
- DescriptionRequired
- Quantity
- Unit priceRequired
- Includes TaxRequired
- Tax Code IdRequired
Action
Write
- 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
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 IdRequired
- Custom Field ValueRequired
Action
Write
- Api Docs Info
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write
- Tax CodeRequired
Action
Search
- Search ByRequired
- Search ValueRequired
Action
Search
- Search propertyRequired
- Search valueRequired
Action
Search
- Search 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
Action
Search or write
- Search 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
Action
Search or write

- Setup Directions
Trigger
Instant
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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 TypeRequired
- Action NameRequired
- Action StatusRequired
- File Reference
- Priority
- File Note
- Import External Reference
Action
Write
- MatterRequired
- Note TextRequired
Action
Write
- Rate Sheet
- Assigned ToRequired
- Action IDRequired
- Task NameRequired
- Task StatusRequired
- PriorityRequired
- Due DateRequired
- Actual HoursRequired
- Billable HoursRequired
- Started Date/Time
- Completed Date/Time
- Description
Action
Write
- Date
- DescriptionRequired
- Actual HoursRequired
- Billable Hours
- Rate
- Matter Id
Action
Write
- File Note IdRequired
- Note ContentRequired
Action
Write
- Matter IdRequired
- Assign to Participant Id
- Name
- Status
- Reference
- Priority
- Import External Reference
Action
Write
- Task IdRequired
- Status
- Priority
- Assigned To
- Due Date
- Actual Hours
- Billable Hours
- Completed Date/Time
Action
Write
- Custom Field NameRequired
Action
Search
- Custom Field IdRequired
- Matter IdRequired
Action
Search
- Search ByRequired
- Search ValueRequired
Action
Search
- Search propertyRequired
- Search valueRequired
Action
Search
- Search ByRequired
- Search ValueRequired
- Assigned to Participant ID
- Action TypeRequired
- Action NameRequired
- Action StatusRequired
- File Reference
- Priority
- File Note
- Import External Reference
Action
Search or write

About Actionstep

Actionstep is a Legal Practice Management Solution for Law firms.

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

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

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

Related Zap Templates

Send outbound emails for new Actionstep file notes with Email by Zapier

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

Actionstep + Email by Zapier

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

New Inbound Email

Send Outbound Email

New Matter Participant

New Contact

New Task

Add Participant to Matter

Create Company Contact

Create Individual Contact

Create Disbursement

Update Company Contact

Update Individual Contact

Update Matter Custom Field Value

API Request (Beta)

Find Tax Code

Find Contact

Search for a Contact

Find or Create Contact

Search or Create Contact

New Read Receipt

New Matter

New File Note

Matter Step Changed

Updated Matter

Create Matter

Create File Note

Create Task

Create Time Entry

Update File Note

Update Matter

Update Task

Find Matter Custom Field

Retrieve Matter Custom Field Value

Find Matter

Search for Matter

Find or Create Matter

About Actionstep

Related categories

Similar apps

Zapier Interfaces

About Email by Zapier

Related categories

Related Zap Templates

Related Zap Templates