Actionstep and Salesflare
How to connect Actionstep
- Via Zapier — 32 operations available. Set it up ↗
What you can automate
- When new File Note in Actionstep, create internal note in Salesflare.
- When new Contact in Actionstep, find or create contact in Salesflare.
- When new Task in Actionstep, create task in Salesflare.
- When new Account in Salesflare, create Company Contact in Actionstep.
- When new Task in Salesflare, create Task in Actionstep.
About Actionstep
Actionstep is a Legal Practice Management Solution for Law firms.
Actionstep operations on Zapier
Triggers (7)
Start a workflow when this happens
- Matter Step Changed — Triggers when a step change occurs on an action/matter.
- New Contact — Triggers when a participant/contact is created.
- New File Note — Triggers when a new file note is created.
- New Matter — Triggers when an action/matter is created.
- New Matter Participant — Triggers when a participant/contact is added to an action/matter.
Show 2 more triggers
- New Task — Triggers when a new task is created.
- Updated Matter — Triggers when an existing Matter is updated.
Actions (18)
Things Salesflare can make it do
- API Request (Beta) — This is an advanced action which makes a raw HTTP request that includes this integration's authentication.
- Add Participant to Matter — Adds a participant to an action/matter.
- Create Company Contact — Creates a company contact.
- Create Disbursement — Create a disbursement.
- Create File Note — Creates a new file note for an action/matter.
Show 13 more actions
- Create Individual Contact — Creates an individual contact.
- Create Matter — Creates a new action/matter.
- Create Task — Creates a task for an action/matter.
- Create Time Entry — Creates a time entry.
- Find or Create Contact — Find or Create Contact
- Find or Create Matter — Find or Create Matter
- Search or Create Contact — Find a contact based on different search criteria.
- Update Company Contact — Update company contact
- Update File Note — Updates an existing file note.
- Update Individual Contact — Update an individual contact
- Update Matter — Updates a matter.
- Update Matter Custom Field Value — Updates a matter custom field value.
- Update Task — Updates a task.
Searches (7)
Look up existing records
- Find Contact — Find a contact/participant by name or ID.
- Find Matter — Finds a matter/action by name or ID.
- Find Matter Custom Field — Find a matter custom field based on the supplied custom field name.
- Find Tax Code — Finds a tax code record based on the supplied code.
- Retrieve Matter Custom Field Value — Retrieve a matter custom field value based on the supplied custom field id and matter id.
Show 2 more searches
- Search for Matter — Find a matter based on different search criteria.
- Search for a Contact — Find a contact based on different search criteria.
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