Actionstep + Formstack Documents + Gravity Forms Integrations

How to connect Actionstep + Formstack Documents + Gravity Forms

Zapier lets you send info between Actionstep and Formstack Documents and Gravity Forms automatically—no code required. With 7,000+ supported apps, the possibilities are endless.

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Do even more with Actionstep + Formstack Documents + Gravity Forms

With Zapier, you can do more than just connect your apps - you can automate entire processes from beginning to end! Check out the following list of triggers and actions you can use with Actionstep, Formstack Documents, and Gravity Forms. And don’t forget that you can add more apps and actions to create complex workflows.

Supported triggers and actions

What does this mean?
  • Actionstep triggers, actions, and search

    New Matter

    Triggers when an action/matter is created.

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

    New File Note

    Triggers when a new file note is created.

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

    Matter Step Changed

    Triggers when a step change occurs on an action/matter.

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

    Updated Matter

    Triggers when an existing Matter is updated.

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

    New Task

    Triggers when a new task is created.

    Trigger
    Instant
    Try It
    • Participant TypeRequired

    • ParticipantRequired

    • MatterRequired

    Action
    Write

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How Actionstep + Formstack Documents + Gravity Forms Integrations Work

  1. Step 1: Authenticate Actionstep, Formstack Documents, and Gravity Forms.
    30 seconds
  2. Step 2: Pick one of the apps as a trigger, which will kick off your automation.
    15 seconds
  3. Step 3: Choose a resulting action from the other app.
    15 seconds
  4. Step 4: Select the data you want to send from one app to the other.
    2 minutes
  5. That’s it! More time to work on other things.
Connect apps
actionstep logo
actionstep logo

About Actionstep

Actionstep is a Legal Practice Management Solution for Law firms.
Help

Related categories

  • CRM (Customer Relationship Management)

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formstack-documents logo
formstack-documents logo

About Formstack Documents

Introducing Formstack Documents, formerly WebMerge. Automatically generate PDF and Word DOCX documents merged with data from online web services. Contracts, invoices, applications, tickets, and more - all created dynamically, saving you time and money.
Learn moreHelp

Related categories

  • Documents

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gravity-forms logo
gravity-forms logo

About Gravity Forms

Gravity Forms is a premier WordPress plugin that makes it easy to create powerful forms on the fly.
Learn moreHelp

Related categories

  • Forms & Surveys
  • WordPress

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