Actionstep Integrations

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Quickly automate Actionstep integrations with Zapier's templates

Create Actionstep individual contacts from new Smith.ai calls
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Smith.ai + Actionstep
Add new Actionstep contacts to Xero
Premium
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Actionstep + Xero
Create new Microsoft Outlook contacts from new Actionstep contacts
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Actionstep + Microsoft Outlook
Create matters on Actionstep for new Google Ads leads
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Google Ads + Actionstep

Create Actionstep individual contacts from new chats in Smith.ai
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Smith.ai Chat + Actionstep

Add new chat leads from Chat Agents as contacts with notes in Actionstep
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Chat Agents + Actionstep

Create Actionstep individual contacts from new Smith.ai calls

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Smith.ai + Actionstep

Add new Actionstep contacts to Xero

Premium

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Actionstep + Xero

Create new Microsoft Outlook contacts from new Actionstep contacts

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Actionstep + Microsoft Outlook

Create matters on Actionstep for new Google Ads leads

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Google Ads + Actionstep

Create Actionstep individual contacts from new chats in Smith.ai

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Smith.ai Chat + Actionstep

Add new chat leads from Chat Agents as contacts with notes in Actionstep

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Chat Agents + Actionstep

Supported triggers and actions

What does this mean?

New Matter
Triggers when an action/matter is created.
Trigger
Instant
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New File Note
Triggers when a new file note is created.
Trigger
Instant
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Matter Step Changed
Triggers when a step change occurs on an action/matter.
Trigger
Instant
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Updated Matter
Triggers when an existing Matter is updated.
Trigger
Instant
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- Assigned to Participant ID
- Action TypeRequired
- Action NameRequired
- Action StatusRequired
- File Reference
- Priority
- File Note
- Import External Reference
Action
Write

- MatterRequired
- Note TextRequired
Action
Write
- Rate Sheet
- Assigned ToRequired
- Action IDRequired
- Task NameRequired
- Task StatusRequired
- PriorityRequired
- Due DateRequired
- Actual HoursRequired
- Billable HoursRequired
- Started Date/Time
- Completed Date/Time
- Description
Action
Write

- Date
- DescriptionRequired
- Actual HoursRequired
- Billable Hours
- Rate
- Matter Id
Action
Write
- File Note IdRequired
- Note ContentRequired
Action
Write
- Matter IdRequired
- Assign to Participant Id
- Name
- Status
- Reference
- Priority
- Import External Reference
Action
Write
- Task IdRequired
- Status
- Priority
- Assigned To
- Due Date
- Actual Hours
- Billable Hours
- Completed Date/Time
Action
Write
- Custom Field NameRequired
Action
Search
- Custom Field IdRequired
- Matter IdRequired
Action
Search
- Search ByRequired
- Search ValueRequired
Action
Search
- Search propertyRequired
- Search valueRequired
Action
Search
- Search ByRequired
- Search ValueRequired
- Assigned to Participant ID
- Action TypeRequired
- Action NameRequired
- Action StatusRequired
- File Reference
- Priority
- File Note
- Import External Reference
Action
Search or write
- Search 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
Action
Search or write

New Matter Participant
Triggers when a participant/contact is added to an action/matter.
Trigger
Instant
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New Contact
Triggers when a participant/contact is created.
Trigger
Instant
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New Task
Triggers when a new task is created.
Trigger
Instant
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- Participant TypeRequired
- ParticipantRequired
- MatterRequired
Action
Write
- 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
Action
Write
- 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
Action
Write
- Matter IdRequired
- DateRequired
- DescriptionRequired
- Quantity
- Unit priceRequired
- Includes TaxRequired
- Tax Code IdRequired
Action
Write
- 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
Action
Write
- 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
Action
Write
- Custom Field Value IdRequired
- Custom Field ValueRequired
Action
Write
- Api Docs Info
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- Tax CodeRequired
Action
Search
- Search ByRequired
- Search ValueRequired
Action
Search
- Search propertyRequired
- Search valueRequired
Action
Search
- Search 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
Action
Search or write
- KeywordsRequired
- 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
Action
Search or write

About Actionstep

Actionstep is a Legal Practice Management Solution for Law firms.

Related categories

CRM (Customer Relationship Management)

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Zapier Interfaces

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

Actionstep Integrations

Do more with Actionstep integrations

Jotform

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Typeform

Google Sheets

Formstack

Google Forms

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Mailparser

Jotform

Gravity Forms

Typeform

Google Sheets

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Jotform

Gravity Forms

Typeform

Google Sheets

Formstack

Google Forms

Microsoft Outlook

Cognito Forms

Mailparser

Join millions worldwide who automate their work using Zapier

Create Actionstep individual contacts from new Smith.ai calls

Add new Actionstep contacts to Xero

Create new Microsoft Outlook contacts from new Actionstep contacts

Create matters on Actionstep for new Google Ads leads

Create Actionstep individual contacts from new chats in Smith.ai

Add new chat leads from Chat Agents as contacts with notes in Actionstep

Create Actionstep individual contacts from new Smith.ai calls

Add new Actionstep contacts to Xero

Create new Microsoft Outlook contacts from new Actionstep contacts

Create matters on Actionstep for new Google Ads leads

Create Actionstep individual contacts from new chats in Smith.ai

Add new chat leads from Chat Agents as contacts with notes in Actionstep

New Matter

New File Note

Matter Step Changed

Updated Matter

Create Matter

Create File Note

Create Task

Create Time Entry

Update File Note

Update Matter

Update Task

Find Matter Custom Field

Retrieve Matter Custom Field Value

Find Matter

Search for Matter

Find or Create Matter

Search or Create Contact

New Matter Participant

New Contact

New Task

Add Participant to Matter

Create Company Contact

Create Individual Contact

Create Disbursement

Update Company Contact

Update Individual Contact

Update Matter Custom Field Value

API Request (Beta)

Find Tax Code

Find Contact

Search for a Contact

Find or Create Contact

Find or Create Participant

About Actionstep

Related categories

Similar apps

Zapier Interfaces

Popular Actionstep Integrations

Popular Actionstep Integrations