Zapier

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

Zapier

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.

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 a matter
  • A step changes in a 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

This integration is currently in Beta testing. Please contact us if you would like to join the Beta test group.

Disclaimer
The system additions, workflows, and/or document templates contained in this add-on are included as examples only, and you are solely responsible for configuring the system to meet your needs and to comply with local regulatory requirements. We update and maintain this add-on as per our third-party liaison recommendations, but cannot guarantee the contents will always remain up-to-date for your region. Actionstep and other providers will not be liable under the law of tort, contract or otherwise for any loss of profits or any indirect or consequential loss or damage, however caused, arising out of, or in connection with, the use of this add-on.
Price Free + Zapier Subscription
Author Actionstep
Contact

support@actionstep.com