Actionstep + Microsoft SharePoint

Upload new Actionstep matters as files in Microsoft SharePoint

Streamline your legal document management process with this workflow. As soon as a new matter is created in Actionstep, your document will be instantly uploaded to Microsoft SharePoint. This efficient process not only simplifies record-keeping but also ensures you have crucial files on hand whenever they are needed. Ensure seamless access to important materials with this time-saving solution.

Streamline your legal document management process with this workflow. As soon as a new matter is created in Actionstep, your document will be instantly uploaded to Microsoft SharePoint. This efficient process not only simplifies record-keeping but also ensures you have crucial files on hand whenever they are needed. Ensure seamless access to important materials with this time-saving solution.

  1. When this happens...
    ActionstepActionstep
    New Matter

    Triggers when an action/matter is created.

    TriggerInstant
  2. automatically do this!
    Microsoft SharePointMicrosoft SharePoint
    Upload a File

    Uploads a file.

    ActionWrite
Start free with email
  • Free forever for core features
  • 14 day trial for premium features & apps

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
actionstep logo
actionstep logo

About Actionstep

Actionstep is a Legal Practice Management Solution for Law firms.

Related categories

  • CRM (Customer Relationship Management)

Similar apps

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