Actionstep + Lawmatics
Convert new Lawmatics matters into individual contacts in Actionstep
Experience a seamless integration between Lawmatics and Actionstep with this productive workflow. Whenever a matter is converted in Lawmatics, a corresponding individual contact will promptly be generated in Actionstep. This strategic automation not only saves time but also ensures every vital detail is captured effectively in your legal practice management software. Take advantage of this workflow for a more efficient, organized, and timely client information management.
Experience a seamless integration between Lawmatics and Actionstep with this productive workflow. Whenever a matter is converted in Lawmatics, a corresponding individual contact will promptly be generated in Actionstep. This strategic automation not only saves time but also ensures every vital detail is captured effectively in your legal practice management software. Take advantage of this workflow for a more efficient, organized, and timely client information management.
- When this happens...
Matter ConvertedTriggers when a PNC Matter is converted.
TriggerPollingZapier checks for new data every 15 min on the Free plan - automatically do this!
Create Individual ContactCreates an individual contact.
ActionWriteCreate a new record or update an existing record in your app.
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Matter Converted
Triggers when a PNC Matter is converted.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planContact Created
Triggers when a Contact is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planCustom Form Added
Triggers when a Custom Form is added.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planMatter Added
Triggers when a Matter is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planEvent NameRequired
All DayRequired
Start DateRequired
End DateRequired
Attendee TypeRequired
Attendee IDRequired
DescriptionRequired
Reminder period
Reminder unit
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.First NameRequired
Last Name
Email
Phone
Title
Street
Street 2
City
State
Zipcode
Middle Name
Citizenship
Driver License
Name Prefix
Name Sufix
Informal Name
Marital Status
Hobbies
Bio
Birthdate
Social Security
Note
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.First NameRequired
Last Name
Company Name
Email
Phone
Title
Case Blurb
Case Title
Street
Street 2
City
State
Zipcode
Middle Name
Citizenship
Driver License
Name Prefix
Name Sufix
Informal Name
Marital Status
Hobbies
Bio
Birthdate
Social Security
Actual Value in Cents
Estimated Value in Cents
Lead Cost in Cents
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.IdRequired
First NameRequired
Last Name
Email
Phone
Title
Street
Street 2
City
State
Zipcode
Middle Name
Citizenship
Driver License
Name Prefix
Name Sufix
Informal Name
Marital Status
Hobbies
Bio
Birthdate
Social Security
Note
Tag
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Search TypeRequired
ValueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch TypeRequired
ValueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appIDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app
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
Appointment Created
Triggers when an Appointment is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Note Created
Triggers when a new Note is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planMatter Updated
Triggers when a Matter is updated.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planCompany NameRequired
Company Email
Company Phone
Company Street
Company Street 2
Company City
Company State
Company Country
Company Zipcode
Company Point of Contact
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Custom FormRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.IdRequired
Company NameRequired
Company Email
Company Phone
Company Street
Company Street 2
Company City
Company State
Company Country
Company Zipcode
Company Point of Contact
Company Notes
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.IdRequired
First NameRequired
Last Name
Email
Phone
Title
Case Blurb
Case Title
Street
Street 2
City
State
Zipcode
Middle Name
Citizenship
Driver License
Name Prefix
Name Sufix
Informal Name
Marital Status
Hobbies
Bio
Birthdate
Social Security
Actual Value in Cents
Estimated Value in Cents
Lead Cost in Cents
Note
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Search TypeRequired
ValueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appIDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appNew 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
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