Actionstep + Zapier

Overview

Zapier is an online tool that helps you link different applications together. So you can, for example, turn an email into an Action or convert an SMS message into a File Note.

Learn more on the Zapier website

Actionstep supports a number of Triggers and Actions and we will continue to add to the list.

Triggers

The following events in Actionstep can be sent to Zapier:

  • A new matter is created
  • A new contact is created
  • A new task is created
  • A contact is added to an matter
  • A step changes in an matter

Actions

Upon receiving a “Zap” you can tell Actionstep to do any of the following things using the contents of the Zap:

  • Create a file note
  • Create a task
  • Create a contact
  • Create a matter
  • Add a contact to a matter

 

 

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  • Price: FREE + Zapier Subscription 
  • Author: Actionstep