Integrations

Use your favorite applications seamlessly with Actionstep.

Actionstep integrations
  • Gmail

    Assign emails to actions, create tasks, add file notes and more, all from within Gmail.

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  • Microsoft Word for Mac

    Edit Word documents in Microsoft Office for Mac without opening Actionstep.

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  • Microsoft Office for Windows

    Edit Microsoft Word documents and assign emails to actions without opening Actionstep.

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  • Xero

    Combine Actionstep's sophisticated practice management capability with the excellent Xero accounting system.

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  • Dropbox

    Sync and access all your documents, files and folders from one place.

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  • NetDocuments

    Link NetDocuments workspaces to matters in Actionstep.

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  • HotDocs

    Generate HotDocs templates from within Actionstep.

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  • Zapier

    Use Zapier to link Actionstep with a range of applications like Evernote, Gmail, Trello and many more.

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  • Google Drive

    Sync and access all your documents, files and folders from one place.

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