Actionstep + Microsoft SharePoint

Create folders in Microsoft SharePoint for new matters in Actionstep

Elevate your project management with this workflow. When there's new matter in Actionstep, this automation creates a correlating folder in Microsoft SharePoint. This seamless integration keeps your projects organized and readily accessible all in one place, cutting down on manual data entry. Streamline your process and enhance productivity with this Actionstep to SharePoint automation.

Elevate your project management with this workflow. When there's new matter in Actionstep, this automation creates a correlating folder in Microsoft SharePoint. This seamless integration keeps your projects organized and readily accessible all in one place, cutting down on manual data entry. Streamline your process and enhance productivity with this Actionstep to SharePoint automation.

  1. When this happens...
    ActionstepActionstep
    New Matter

    Triggers when an action/matter is created.

    TriggerInstant
  2. automatically do this!
    Microsoft SharePointMicrosoft SharePoint
    Create Folder

    List all folders on a site

    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