Actionstep has the ability to link to a number of third-party apps to extend the functionality of carrying out various processes.
Below are the Integrations that are available on all products:
- Quickbooks - this integration will send a copy of any invoices sent out of Actionstep to Quickbooks for accounting and bookkeeping purposes.
- Xero - this integration will send a copy of any invoices sent out of Actionstep to Xero for accounting and bookkeeping purposes.
- Inbox plugins - these will allow you to attach your emails directly from your inbox to Actionstep matters. These will allow emails to be filed against matters in Actionstep, as well as any documentation sent from your inbox along with these.
Below are the integrations that are available on Practice Professional and Enterprise Products:
- Google Drive
To access all the available integrations, go to Admin > Integrations