API Scopes

The Actionstep API provides a wide range of endpoints reflecting the different functionality areas (or domains) within Actionstep. For example, we have endpoints for managing matters, contacts (participants), and documents, etc. When you contact our Global Support Team to setup your sandbox environment they will ask you which of the following scopes (domain areas) you require API access to:

Scope	Description
actionchangestep	Change steps in Action.
actioncreate	Create a new Action.
actiondocuments	Action documents.
actionfolders	Action folders.
actionparticipants	View and manage Action Participants.
actionrates	Action rate overrides.
actiontypefolders	Access to read/write action type folder data.
actionparticipantdatafieldvalues	Action Participant Data Field Values data.
actiontypes	Action types.
actions	Actions.
all	Access to all data in your Actionstep system.
bills	List of bills.
calendarappointmentattendees	Calendar appointment attendees.
calendarappointments	Calendar appointments.
calendars	Calendars.
contactnotes	Contact Notes.
countries	Countries.
datacollectionfields	Data collection fields.
datacollectionrecordvalues	Data collection record values.
datacollectionrecords	Data collection records.
datacollections	Data collections.
divisions	Divisions.
emailassociations	For Actionstep email only.
emailattachments	For Actionstep email only.
emails	For Actionstep email only.
filenotes	File notes.
files	Upload and Download files.
participanttypes	Participant types.
participants	Participants.
participanttypedatafields	Participant type data fields.
participantdatafieldvaluess	Participant data field values.
participantdefaulttypes	Participant default types.
ratecustomvalues	Custom rate values for participants.
rates	Rate Sheets.
ratevalues	Rate sheet values.
resthooks	Ability to push notifications when data is changed in Actionstep.
roles	Roles.
scratchnotes	Scratch notes.
settings	Settings.
sms	Sms data values.
stepdatafields	For workflow management.
stepmessages	For workflow management.
stepparticipanttypes	For workflow management.
steps	Steps management.
steptasks	Step Tasks.
tasks	Tasks.
taxcodes	Tax Codes.
timeentries	Time entries.
timerecordactivities	Time record activities.
timerecords	Time records.
units	Units.
users	User information.