About Using Actionstep with Zapier

In this article:

• Overview
• Zaps
• Triggers and Actions

Overview

One of the primary goals of Actionstep Practice Management is to provide you with a fully automated practice management system. By utilizing Actionstep's workflows, tasks, reminders, and other productivity tools, the hope is to take the administration out of your work so you can have the time to focus on your actual client work.

Zapier provides a go-between for web-based applications that enables you not to just automate Practice Management, but also automate other web-based applications like Outlook, Mailchimp, Teams, and even other Actionstep systems. (To learn more, see https://zapier.com.)

Zapier allows hundreds of cloud-based systems to communicate with each other. To use Zapier, sign up for a Zapier account and then connect any available systems together. You will need a login to each system that you want to connect. For example, if you want new Google Calendar events to create file notes in Actionstep, you would need to select both applications and authenticate yourself with your sign-in credentials. You can then connect the system using available "Zaps" (more on that below).

It is important to note that unlike the core Actionstep platform, Actionstep Support cannot directly support any Zapier integrations built by your team. Zapier is designed as a fully self-served integrated solution with a number of detailed articles on the Zapier website.

You can install the Zapier integration here and choose which apps you want to connect. (Refer to the Zapier help for complete instructions.) 

Zaps

Applications communicate with each other using "Zaps". You can create your own Zap, or choose from a list of existing Zaps listed on the Zapier website. You create Zaps by connecting "Triggers" in one application to "Actions" in the other application.

When something changes in one application (for example, if a new appointment is created in Google Calendar) a "Trigger" is activated. The "Zap" connects the Trigger to an available "Action" in the other system (for example creating a file note). The Zap passes the related information from the Trigger to the Action (in this example, the details of the new appointment in the Google calendar).

When you sign in to Zapier and select an application you will see a list of published Triggers and Actions supported by that application.

Triggers and Actions

Actionstep provides a number of Triggers and Actions for use in Zapier. Check the Zapier help system for a complete list of supported Triggers and Actions.

Triggers

The following events in Actionstep can be sent to Zapier:

• A new matter is created
• A new contact is created
• A new task is created
• A contact is added to a matter
• A step changes in a matter
• A new file note is created
• A matter is updated

Actions

Upon receiving a "Zap" you can tell Actionstep to do any of the following things using the contents of the Zap:

• Create a file note
• Create a task
• Create a contact
• Create a matter
• Create a disbursement
• Add a contact to a matter
• Create a company contact
• Update company contact
• Create individual contact
• Update individual 
• Find a contact/participant by name or ID. Optionally, create one if none are found.
• Find a matter/action by name or ID. Optionally, create one if none are found.

To see the full list, go to https://zapier.com/apps/actionstep/integrations.

How-To Video 

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