Actionstep + HubSpot
Create matters in Actionstep for newly created or updated HubSpot companies
Effortlessly manage your law firm's client data with this HubSpot and Actionstep integration. Whenever a company is created or updated in HubSpot, this workflow will create a corresponding matter in Actionstep, ensuring seamless organization and client handling across both platforms. Save time and reduce manual entry, so you can focus on delivering excellent legal services.
Effortlessly manage your law firm's client data with this HubSpot and Actionstep integration. Whenever a company is created or updated in HubSpot, this workflow will create a corresponding matter in Actionstep, ensuring seamless organization and client handling across both platforms. Save time and reduce manual entry, so you can focus on delivering excellent legal services.
- When this happens...
Company Recently Created or UpdatedTriggers when a company recently created or updated.
TriggerPollingZapier checks for new data every 15 min on the Free plan - automatically do this!
Create MatterCreates a new action/matter.
ActionWriteCreate a new record or update an existing record in your app.
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Note
Additional properties to retrieve
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNote
Additional properties to retrieve
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNote
Additional properties to retrieve
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planProperty NameRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
Email Subscriptions Timeline
Triggers when new email timeline subscription added for the portal.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planContact ListRequired
Note
Additional properties to retrieve
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Type of Custom ObjectRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Note
Additional properties to retrieve
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planType of Custom ObjectRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Note
Contact EmailRequired
Subscription TypesRequired
Legal Basis Explanation
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Note
NameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Create Contact
Creates a Contact in HubSpot.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Note
Halt task if any associations error occurred
Engagement TypeRequired
Assigned To
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Type of Custom ObjectRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Create Deal
Creates a Deal in HubSpot.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Company IDRequired
Note
Additional properties to retrieve
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Type of Custom ObjectRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Note
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Product IDRequired
Note
Additional properties to retrieve
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Create Line_item
Creates a Line_item in HubSpot.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Note
Contact Email AddressRequired
Event IDRequired
Contact Value
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Remove Associations
Removes associations between objects.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Note
FormRequired
Note
HubSpot usertoken
IP address
Page name
Page URI
Page ID
SFDC campaign ID
GoToWebinar key/ID
Submission timestamp
Skip validation
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Update Company
Update a Company in HubSpot.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Update Deal
Update a Deal in HubSpot.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Update Product
Update a Product in HubSpot.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Type of Custom ObjectRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.FolderRequired
FilenameRequired
Access levelRequired
FileRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.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.Note
Additional properties to retrieve
ActionThis is an event a Zap performs.SearchFind existing data in your appType of Custom ObjectRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appNote
Additional properties to retrieve
ActionThis is an event a Zap performs.SearchFind existing data in your appOwner emailRequired
Search among deactivated owners
ActionThis is an event a Zap performs.SearchFind existing data in your appOwner IdRequired
Search among deactivated owners
ActionThis is an event a Zap performs.SearchFind existing data in your appNote
Additional properties to retrieve
ActionThis is an event a Zap performs.SearchFind existing data in your appNote
NameRequired
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundNote
Additional properties to retrieve
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundNote
NameRequired
Note
Company
Contact
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundNote
Additional properties to retrieve
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundNote
Additional properties to retrieve
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
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 found
Note
Additional properties to retrieve
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNote
Additional properties to retrieve
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNote
Additional properties to retrieve
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNote
Additional properties to retrieve
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planBlog UrlRequired
Article StateRequired
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Deal
Triggers when a new Deal is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Property NameRequired
Properties to retrieveRequired
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNote
Additional properties to retrieve
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planProperty NameRequired
Note
Additional properties to retrieve
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Note
Note
Additional properties to retrieve
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNote
List NameRequired
Contact EmailRequired
Halt my task if contact is already a member of the list
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Create Company
Creates a Company in HubSpot.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Create Associations
Creates associations between objects.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Note
Social Media ChannelRequired
Message ContentRequired
When
Save as draft
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Note
Note
NameRequired
Company
Contact
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Note
Workflow NameRequired
Contact's EmailRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact IDRequired
Note
Additional properties to retrieve
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Deal IDRequired
Note
Additional properties to retrieve
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Line_item IDRequired
Note
Additional properties to retrieve
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Ticket IDRequired
Note
Additional properties to retrieve
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Note
Blog URLRequired
Blog AuthorRequired
Publish This Post?Required
Blog Post URLRequired
Blog Post TitleRequired
Blog Post ContentRequired
Meta DescriptionRequired
Featured image URL
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Create Product
Creates a Product in HubSpot.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Note
List NameRequired
Contact EmailRequired
Halt my task if contact wasn't a member of the listRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Create Ticket
Creates a Ticket in HubSpot.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Update Contact
Update a Contact in HubSpot.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Update Line_item
Update a Line_item in HubSpot.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Update Ticket
Update a Ticket in HubSpot.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Note
EmailRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Note
Note
Contact EmailRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Note
NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appNote
Additional properties to retrieve
ActionThis is an event a Zap performs.SearchFind existing data in your appNote
NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appFind Associations
Find associations between objects.
ActionThis is an event a Zap performs.SearchFind existing data in your appObject TypeRequired
Pipeline IdRequired
Stage IdRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appNote
Additional properties to retrieve
ActionThis is an event a Zap performs.SearchFind existing data in your appNote
Additional properties to retrieve
ActionThis is an event a Zap performs.SearchFind existing data in your appNote
Additional properties to retrieve
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundType of Custom ObjectRequired
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundNote
Additional properties to retrieve
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundNote
Additional properties to retrieve
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundNew 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 found
About Actionstep
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