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.
The following events in Actionstep can be sent to Zapier.
Name | Description |
---|---|
New Matter | Triggered when a new Matter is created. |
New Contact | Triggered when a new Contact is created. |
New Task | Triggered when a new Task is created. |
New File Note | Triggered when a new File Note is created. |
New Matter Participant | Triggered when a new Matter Participant is created. |
Matter Step Changed | Triggered when a Step Changed is made for a Matter. |
Updated Matter | Triggered when an existing Matter is updated. |
Upon receiving a Zap you can tell Actionstep to perform any of the following operations using the contents of the Zap.
Name | Description |
---|---|
Create Matter | Creates a new Matter. |
Create File Note | Creates a new File Note for a Matter. |
Create Task | Create a new Task. |
Add Participant to a Matter | Add an existing Participant to an existing Matter. |
Create Company Contact | Creates a new company Contact. |
Create Individual Contact | Creates a new person Contact. |
Find Contact | Searches for a specific Contact. |
Find Matter | Searches for a specific Matter. |
Update File Note | Updates the contents of an existing File Note. |
Find Matter Custom Field | Search for a (matter) custom data field by its name. |
Retrieve Matter Custom Field Value | Retrieve the current value for a specified custom field. |
Update Matter Custom Field Value | Update the value of a matter custom data field. |
Update Individual Contact | Update the properties of an existing individual contact (participant). |
Update Company Contact | Update the properties of an existing company contact (participant). |
Find Tax Code | Return the id of a Tax Code record based on the supplied tax code value. |
Create Disbursement | Create a new disbursement record. |
Update Matter | Update the properties of an existing matter. |
Create Time Entry | Create a new time entry record. |