Actionstep + Microsoft Outlook

Create new Microsoft Outlook events from new Actionstep tasks

Stay organized and never miss a task again with this workflow. When a new task is added in Actionstep, it will instantly create a corresponding event in Microsoft Outlook. This seamless connection keeps your schedule streamlined, ensuring you always stay on top of all responsibilities. This integration is ideal for anyone who wants a fluid bridge between their law practice management software and their digital calendar.

Stay organized and never miss a task again with this workflow. When a new task is added in Actionstep, it will instantly create a corresponding event in Microsoft Outlook. This seamless connection keeps your schedule streamlined, ensuring you always stay on top of all responsibilities. This integration is ideal for anyone who wants a fluid bridge between their law practice management software and their digital calendar.

  1. When this happens...
    ActionstepActionstep
    New Task

    Triggers when a new task is created.

    TriggerInstant
  2. automatically do this!
    Microsoft OutlookMicrosoft Outlook
    Create Event

    Create an event in the calendar of your choice.

    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
actionstep logo
actionstep logo

About Actionstep

Actionstep is a Legal Practice Management Solution for Law firms.

Related categories

  • CRM (Customer Relationship Management)

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microsoft-outlook logo
microsoft-outlook logo

About Microsoft Outlook

Microsoft Outlook is a web-based suite of webmail, contacts, tasks, and calendaring services.
Learn more

Related categories

  • Calendar
  • Email
  • Microsoft

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