Actionstep + Interact

Create matters in Actionstep for new leads in Interact

Effortlessly manage your leads from Interact by creating matters in Actionstep with this seamless workflow. Once set up, every time a new lead is added in Interact, a corresponding matter will be created in Actionstep, ensuring a smooth transition between lead generation and matter management. Streamline your process and increase productivity with this time-saving automation.

Effortlessly manage your leads from Interact by creating matters in Actionstep with this seamless workflow. Once set up, every time a new lead is added in Interact, a corresponding matter will be created in Actionstep, ensuring a smooth transition between lead generation and matter management. Streamline your process and increase productivity with this time-saving automation.

  1. When this happens...
    InteractInteract
    New Lead

    Triggers when a new lead is collected from quiz.

    TriggerInstant
  2. automatically do this!
    ActionstepActionstep
    Create Matter

    Creates a new action/matter.

    ActionWrite
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Supported triggers and actions

  • Actionstep triggers, actions, and search

    Matter Step Changed

    Triggers when a step change occurs on an action/matter.

    Trigger
    Instant
    Try It
  • Actionstep triggers, actions, and search

    Updated Matter

    Triggers when an existing Matter is updated.

    Trigger
    Instant
    Try It
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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interact logo
interact logo

About Interact

Create quizzes to generate leads with Interact. Send those leads directly into your marketing automation or CRM platform.
Learn more

Related categories

  • Forms & Surveys

Similar apps

Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

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