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Actionstep
Actionstep
1. Choose trigger event
OnlineCheckWriter
OnlineCheckWriter
2. Choose action
1. Select the event
Setup
Test
Actionstep
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 Check" in OnlineCheckWriter.
You’re connected!
Zapier seamlessly connects Actionstep and OnlineCheckWriter, 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.
Create a new record or update an existing record in your app.
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
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
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
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Matter Id
Required
Date
Required
Description
Required
Quantity
Unit price
Required
Includes Tax
Required
Tax Code Id
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
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
This is an event a Zap performs.
Write
Create 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
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Custom Field Value Id
Required
Custom Field Value
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Api_docs_info
Stop on error
Required
HTTP Method
Required
URL
Required
Query string parameters
Additional request headers
Body
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Tax Code
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Search By
Required
Search Value
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Search property
Required
Search value
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
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
This is an event a Zap performs.
Search or write
Find existing data in your app, or create a new record if no data is found
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
This is an event a Zap performs.
Search or write
Find existing data in your app, or create a new record if no data is found
Name
Required
Nick name
Company
Email
Phone
Address 1
Address 2
City
State
Zip Code
Country
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Amount
Required
Bank Account
Required
Payee Name
Required
Payee Email
Required
Payee Nickname
Payee's Company
Payee Phone
Payee's Address 1
Payee's Address 2
Payee's City
Payee's State
Payee's Zip Code
Payee's Country
Memo
Note
Category Id
Serial Number
Issue Date
Account Number
Invoice Number
No SIgn
No Amount
No Date
No Payee
Voucher Invoice Name
Voucher Memo
Voucher Number
Voucher Date
Voucher Invoice Number
Voucher Invoice Description
Voucher Invoice Quantity
Voucher Invoice Unit Cost
Voucher Invoice Total
Enable Sms Inform
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Source ID
Required
Transfer Type
Required
Invoice Number
Required
Memo
Required
Amount
Required
Signature Name
Required
Invoice Document
Required
Card Document
Required
Payee ID
Payee Name
Nickname
Company
Payee Email
Required
Phone number
Address 1
Address 2
City
State
Zip Code
Country
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Bank Account
Required
Link Id
Required
Amount
Required
Bank Account Name
Required
Bank Account Number
Required
Bank Routing Number
Required
Customer Email
Required
Customer Name
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Account Type
Required
Account ID
Required
Amount
Required
Payee Name
Required
Payee's Company
Payee's Address 1
Required
Payee's Address 2
City
Required
State
Required
Zip Code
Required
Payee Phone
Payee Email
Required
Routing Number
Required
Account Number
Required
Memo
Required
Note
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
For AI agents & developers
Use Actionstep and OnlineCheckWriter with AI agents and code
Beyond Zap workflows. Call Actionstep and OnlineCheckWriter actions directly from your AI client or your codebase, using the same 9,000+ app integrations Zapier already runs.
No code
Connect via Zapier MCP
Expose Actionstep and OnlineCheckWriter actions as tools in any MCP client. Authenticate once, then call them in natural language.
Example actions on this page
Add Participant to Matter
Create Check
Works with
Claude · ChatGPT · Cursor · any MCP-compatible client
There is no Python package yet. SDK is TypeScript-only (@zapier/zapier-sdk). The MCP server URL is personal to your account; get it at zapier.com/mcp.
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Customers have created over 25 million Zaps on the platform
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Connect Actionstep and OnlineCheckWriter to integrate crucial parts of your business
With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.
Automate your lead management and improve conversions
With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.
Create more impactful campaigns with automation
Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.
Provide world-class support with a little help from automation
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
Level up your Actionstep to OnlineCheckWriter integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.
App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier
About OnlineCheckWriter
OnlineCheckWriter is a check printing and checks mailing service provider. Send payment via physical checks without leaving your desk in a minute. Also, accept payment from your clients and save on credit card processing fees.