What you can automate

When new Contact in Actaport, find or create contact in Salesflare.

When new or Updated Contact in Actaport, find or create contact in Salesflare.

When new or Updated Task in Actaport, create task in Salesflare.

When new Task in Actaport, create task in Salesflare.

When updated Contact in Actaport, find or create contact in Salesflare.

When updated Task in Actaport, create task in Salesflare.

About Actaport

Actaport is a cloud-based legal management platform that helps law firms streamline their daily work.

Actaport operations on Zapier

Start a workflow when this happens

Show 13 more triggers

New Task — Triggers when a new task is created.
New or Updated Case File — Triggers when a new case file is created or an existing case file is updated.
New or Updated Contact — Triggers when a new contact is created or an existing contact is updated.
New or Updated Deadline — Triggers when a new deadline is created or an existing deadline is updated.
New or Updated Document — Triggers when a new document is created or an existing document is updated.
New or Updated Resubmission — Triggers when a new resubmission is created or an existing resubmission is updated.
New or Updated Task — Triggers when a new task is created or an existing task is updated.
Updated Case File — Triggers when an existing case file is updated.
Updated Contact — Triggers when an existing contact is updated.
Updated Deadline — Triggers when an existing deadline is updated.
Updated Document — Triggers when an existing document is updated.
Updated Resubmission — Triggers when an existing resubmission is updated.
Updated Task — Triggers when an existing task is updated.

Things Salesflare can make it do

Create Case File — Creates a new case file.
Create Contact — Creates a new contact.
Create Deadline — Creates a new deadline for a case file.
Create Expense — Creates an expense in a case file for the party designated as client.
Create RVG Fee — Creates an RVG fee in a case file for the party designated as client.

Show 13 more actions

Create Resubmission — Creates a new resubmission for a case file.
Create Task — Creates a new task. If a case file is specified, the task is automatically linked with the case file.
Create Third Party Cost — Creates a third party cost in a case file for the party designated as client.
Update Case File — Updates an existing case file.
Update Contact — Updates an existing contact.
Update Deadline — Updates an existing deadline.
Update Deadline Status — Updates the status of an existing deadline.
Update Document Metadata — Updates the metadata of a document.
Update Resubmission — Updates an existing resubmission.
Update Resubmission Status — Updates the status of an existing resubmission.
Update Task — Updates an existing task.
Update Task Status — Updates the status of an existing task.
Upload Document — Uploads a document from the given source to a specific case file.

Look up existing records

Find Case File by File Number — Finds an existing case file by its file number.
Find Contact by Id — Finds an existing contact by Id.
Find Contact by Parameters — Finds an existing contact by supported parameters.
Find Deadline by Id — Finds an existing deadline of a case file by Id.
Find Document by Id — Finds a document of a case file by id.

Show 6 more searches

Find Document by Parameters — Finds existing documents by parameters
Find Logged-In User — Finds the currently logged-in user.
Find Related Case Files — Finds related case files for the party designated as client.
Find Resubmission by Id — Finds an existing resubmission of a case file by Id.
Find Task by Id — Finds an existing task by Id.
Find Users — Finds existing users by parameters.

Actaport and Salesflare