Connect Agent 3000 to Actionstep and automate any workflow
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Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- New Contact
Triggers when a new contact is created. Also triggers when new leads come in from your landing pages or website.
Try It - New Matter
Triggers when an action/matter is created.
Try It - New File Note
Triggers when a new file note is created.
Try It - Matter Step Changed
Triggers when a step change occurs on an action/matter.
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- First NameRequired
- Last Name
- EmailRequired
- Phone Number
- Street Address
- Street Address 2
- City
- State
- Zip Code
- Country
- Note
- Source
- Group
- Auto Email
- Auto SMS Text Message
- New Matter Participant
Triggers when a participant/contact is added to an action/matter.
Try It - New Contact
Triggers when a participant/contact is created.
Try It - New Task
Triggers when a new task is created.
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