Actionstep + Microsoft Dynamics 365 CRM

Create matters in Actionstep for new contacts in Microsoft Dynamics 365 CRM

Efficiently manage your client relationships by connecting Microsoft Dynamics 365 CRM to Actionstep with this seamless workflow. When a new contact is added in Microsoft Dynamics 365 CRM, a matter will be created in Actionstep, keeping your client information and legal matters organized and up-to-date. Streamline your CRM and matter management processes with this powerful automation.

Efficiently manage your client relationships by connecting Microsoft Dynamics 365 CRM to Actionstep with this seamless workflow. When a new contact is added in Microsoft Dynamics 365 CRM, a matter will be created in Actionstep, keeping your client information and legal matters organized and up-to-date. Streamline your CRM and matter management processes with this powerful automation.

  1. When this happens...
    Microsoft Dynamics 365 CRMMicrosoft Dynamics 365 CRM
    New Contact

    Triggers when a new contact is created.

    TriggerPolling
  2. automatically do this!
    ActionstepActionstep
    Create Matter

    Creates a new action/matter.

    ActionWrite
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Supported triggers and actions

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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microsoft-dynamics-crm logo
microsoft-dynamics-crm logo

About Microsoft Dynamics 365 CRM

Microsoft Dynamics is built for any device, anywhere. Built for you. For Dynamics Version 9 and Dynamics 365.
Learn more

Related categories

  • CRM (Customer Relationship Management)
  • Microsoft

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