Zapier is an online tool that helps you link different applications together. For example, you can 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.
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 a matter
- A step changes in a matter
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
This integration is currently in Beta testing. Please contact us if you would like to join the Beta test group.