1.Detects new action created
Integrate Actionstep and legal billing workflow triggers to detect new actions and start time entry creation.
Create billable time entries from new matter actions
Automatically detect new action created events in Actionstep across legal operations. Create and enrich time entry records when qualifying matter actions arrive, so you can calculate rates, attach entries to matters, and bill faster without manual billing edits.
How this automation creates billable time entries
When new Actionstep actions are created, delays can slow invoicing and cause time entry errors. This automation delays, retrieves data, parses details, calculates rates, and creates time entry records—so your team can invoice without manual edits.
Actionstepor swap with your favorite app
2.Delays for 30 seconds
Integrate Delay by Zapier and workflow timing tools to delay processing and allow related data to settle.
Delay par Zapieror swap with your favorite app
3.Retrieves fee collection values
Integrate Actionstep and matter records tools to retrieve fee, subtype, and description values tied to the matter.
4.Parses and normalizes action data
Integrate Code by Zapier and data transformation tools to parse the response into cleaned numeric values and a combined description.
Code par Zapieror swap with your favorite app
5.Calculates final rate from subtype price
Integrate Formatter by Zapier and lookup and math tools to produce the final rate value from subtype pricing.
Formatter by Zapieror swap with your favorite app
6.Creates billable time entry
Integrate Actionstep and time entry record tools to create the time entry linked to the same matter and owner.
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Create billable time entries from notice emails for matters
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Create billing time and expense entries from intake list
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Create matter time entries from incoming client messages
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Create short billable time entries from client communications
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Create time entries when tasks are marked complete
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Send payment received notification to firm billing and intake
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Étape 3
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