Actionstep + Microsoft SharePoint

Create new Microsoft SharePoint list items from new Actionstep matters

Efficiently manage your projects with this workflow. When a new matter arises in Actionstep, it prompts the creation of a list item in Microsoft SharePoint. This automation facilitates seamless data transfer between the two platforms, keeping your SharePoint lists up-to-date, and reducing the time you spend juggling between apps.

Efficiently manage your projects with this workflow. When a new matter arises in Actionstep, it prompts the creation of a list item in Microsoft SharePoint. This automation facilitates seamless data transfer between the two platforms, keeping your SharePoint lists up-to-date, and reducing the time you spend juggling between apps.

  1. When this happens...
    ActionstepActionstep
    New Matter

    Triggers when an action/matter is created.

    TriggerInstant
  2. automatically do this!
    Microsoft SharePointMicrosoft SharePoint
    Create List Item

    Creates a new item on a list.

    ActionWrite
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Supported triggers and actions

  • Actionstep triggers, actions, and search

    New Matter Participant

    Triggers when a participant/contact is added to an action/matter.

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

    New Contact

    Triggers when a participant/contact is created.

    Trigger
    Instant
    Try It
    • Participant TypeRequired

    • ParticipantRequired

    • MatterRequired

    Action
    Write
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actionstep logo

About Actionstep

Actionstep is a Legal Practice Management Solution for Law firms.

Related categories

  • CRM (Customer Relationship Management)

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Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

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

About Microsoft SharePoint

Microsoft SharePoint is a service that helps organizations share content to quickly find information and seamlessly collaborate.

Related categories

  • Microsoft
  • Team Collaboration