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Zapier

Zapier is an online automation tool that connects your favorite apps, such as Gmail, Slack, Mailchimp, and more. You can connect two or more apps to automate repetitive tasks without coding or relying on developers to build an integration. You can learn more on the Zapier Website.

Actionstep supports a number of Triggers and Actions and we will continue to add to the list. Check out our Change Log page for details on upcoming changes.

Triggers

The following events in Actionstep can be sent to Zapier.

NameDescription
New MatterTriggered when a new Matter is created.
New ContactTriggered when a new Contact is created.
New TaskTriggered when a new Task is created.
New File NoteTriggered when a new File Note is created.
New Matter ParticipantTriggered when a new Matter Participant is created.
Matter Step ChangedTriggered when a Step Changed is made for a Matter.
Updated MatterTriggered when an existing Matter is updated.

Actions

Upon receiving a Zap you can tell Actionstep to perform any of the following operations using the contents of the Zap.

NameDescription
Create MatterCreates a new Matter.
Create File NoteCreates a new File Note for a Matter.
Create TaskCreate a new Task.
Add Participant to a MatterAdd an existing Participant to an existing Matter.
Create Company ContactCreates a new company Contact.
Create Individual ContactCreates a new person Contact.
Find ContactSearches for a specific Contact.
Find MatterSearches for a specific Matter.
Update File NoteUpdates the contents of an existing File Note.
Find Matter Custom FieldSearch for a (matter) custom data field by its name.
Retrieve Matter Custom Field ValueRetrieve the current value for a specified custom field.
Update Matter Custom Field ValueUpdate the value of a matter custom data field.
Update Individual ContactUpdate the properties of an existing individual contact (participant).
Update Company ContactUpdate the properties of an existing company contact (participant).
Find Tax CodeReturn the id of a Tax Code record based on the supplied tax code value.
Create DisbursementCreate a new disbursement record.
Update MatterUpdate the properties of an existing matter.
Create Time EntryCreate a new time entry record.