Template Zaps

We have put together some zaps to share with our customers. Please find them listed below, along with a description of what it does. Please note that you may need to amend some zaps to fit in with your circumstances but they should give you a good base to start from. If you have created a zap that you would like to share with the Actionstep community please email us at [email protected]. 

Overview of integration – Use Mailchimp’s email newsletters, landing page and form builders to grow your contact lists and take marketing further with drip and transactional emails. 

Who is this Integration for? - An Actionstep & Mailchimp integration is perfect for firms who are looking to expand their brand awareness and drive more sales to their business. Impress your customers by sending them regular newsletters and communications to ensure you get return business from yoru existing contact lists. 

How can Actionstep & Mailchimp connect?  

• New Customer / Subscriber in Mailchimp ---> New Contact in Actionstep 
• New Contact in Actionstep --->  New Customer / Subscriber in Mailchimp 
• Email Opened / Link Clicked in Mailchimp ---> Create File Note in Actionstep 
• Create File Note in Actionstep ---> Add Note to Subscriber in Mailchimp 

https://zapier.com/apps/actionstep/integrations/mailchimp  

Actionstep Templated Zap link – TBC

Overview of integration – ActiveCampaign is a customer experience automation (CXA) platform that helps businesses better engage customers. Access pre-built automations that combine email marketing, marketing automation, CRM, & machine learning for powerful segmentation and personalization across social, email, messaging, chat, and text. 

Who is this Integration for? - The Actionstep & ActiveCampaign integration allows firms to improve the customer service you can give to your clients but improving your firm messaging through all your communication channels, while the case is ongoing or looking for returning business. 

How can Actionstep & ActiveCampaign connect?  

• New Matter in Actionstep --->  New Deal Added in Activecampaign 
• Updated Matter in Actionstep ---> Updated Deal in ActiveCampaign 
• New File Note in Actionstep ---> New Deal Added in Activecampaign 
• New Task in Actionstep ---> New Deal Added in Activecampaign 
• New Contact in Actionstep ---> New Deal Added in Activecampaign 
• New Deal Added in Activecampaign ---> New Matter in Actionstep 
• Updated Deal in ActiveCampaign ---> Updated Matter in Actionstep 
• New Deal Added in Activecampaign ---> New File Note in Actionstep  
• New Deal Added in Activecampaign ---> New Task in Actionstep 
• New Deal Added in Activecampaign ---> New Contact in Actionstep 

https://zapier.com/apps/actionstep/integrations/activecampaign  

Actionstep Templated Zap link - TBC

Microsoft Teams

Overview of integration – Microsoft Teams is the hub for teamwork in Office 365 that integrates all the people, content, and tools your team needs to be more engaged and effective. 

Who is this Integration for? - The Actionstep & Microsoft Teams integration allows firms to collaborate and communicate internally, either 1-1 or by creating shared workgroups. Perfect for firms working from home on cases involving multiple fee earners. 

How can Actionstep & Microsoft Teams connect?  

• New Matter in Actionstep ---> New Channel Created in Teams 
• New Matter in Actionstep ---> New Channel Message in Teams 
• New Task in Actionstep ---> Send Chat Message  
• New Channel Message in Teams ---> New File Note in Actionstep 

https://zapier.com/apps/actionstep/integrations/microsoft-teams  

Actionstep Templated Zap link – TBC

Overview of integration – Xero is an accounting app that lets you track businesses expenses and accounting with intuitive mobile apps and web interfaces for point-of-sale, ecommerce, time-tracking, and more. 

Who is this Integration for? - For Actionstep firms already integrated with Xero who are looking to tighten the integration. 

How can Actionstep & Xero connect?  

• New Contact in Actionstep ---> New Contact in Xero 
• New Purchase Order in Xero ---> Create Disburcement in Actionstep 
• New Payment in Xero ---> Create File Note in Actionstep 

https://zapier.com/apps/actionstep/integrations/xero  

Actionstep Templated Zap link – Zapier - Xero Template Link

Overview of integration – Cognito Forms is an easy-to-use form builder that allows users to quickly build a form, include it on their website, and start capturing entries without having to do any development. 

Who is this Integration for? - For Actionstep firms looking to to improve their CRM client intake process for leads submitted from their website. Automate the process of client intake to respond to new client more quickly and improve how you take feedback from your customer base. 

How can Actionstep & Cognito Forms connect?  

• New Form Entry Submitted on Cognito Forms ---> New Matter & Contact In Actionstep 
• Update Form Entry on Cognito Forms ---> Update Matter & Contact In Actionstep 

https://zapier.com/apps/actionstep/integrations/cognito-forms  

Actionstep Templated Zap link – TBC

Overview of integration – PlatoForms converts any PDF to an online web form to let your clients fill out PDF forms in the browser. 

Who is this Integration for? - For firms that process a high number of pdf forms and want their client to submit their own responses. Perfect for firms working with their clients digitally. 

How can Actionstep & Platoforms connect?  

• New Submission in PlatoForms ---> Add Participant to Matter 
• New Submission in PlatoForms ---> Update Matter Custom Field Value 

https://zapier.com/apps/actionstep/integrations/platoforms  

Actionstep Templated Zap link – TBC

 Microsoft Outlook

Overview of integration – Microsoft Outlook is a web-based suite of webmail, contacts, tasks, and calendaring services. 

Who is this Integration for? - For Actionstep firms already integrated with Outlook who are looking to tighten the integration by triggering events and tasks between apps. Reduce the amount of double entry your fee earners are being forced to do across their software. 

How can Actionstep & Outlook connect?  

• New Contact in Actionstep ---> New Contact in Outlook 
• New Contact in Outlook ---> New Contact in Actionstep 
• Matter Step Changed in Actionstep ---> New Email from Outlook 
• Matter Step Changed in Actionstep ---> New Calendar Event in Outlook 
• New Task in Actionstep ---> New Email from Outlook 
• New Matter in Actionstep ---> New Email from Outlook 
• New Calendar event in Outlook ---> New Task in Actionstep 

https://zapier.com/apps/actionstep/integrations/microsoft-outlook 

Actionstep Templated Zap link – TBC 

Overview of integration – Slack is a platform for team communication: everything in one place, instantly searchable, available wherever you go. Offering instant messaging, document sharing and knowledge search for modern teams. 

Who is this Integration for? - The Actionstep & Slack integration allows firms to collaborate and communicate internally, either 1-1 or by creating shared knowledge bases and shared documents. Perfect for firms working from home on cases involving multiple fee earners. 

How can Actionstep & Slack connect?  

• New Matter in Actionstep ---> New Channel in Slack 
• New Matter in Actionstep ---> New Publick Message Posted in Slack 
• New File Note in Actionstep ---> Send Channel Message in Slack 
• New File in Slack ---> New File Note in Actionstep 
• New Pushed Message in Slack ---> New File Note in Actionstep 
• New Task in Actionstep ---> New Reminder in Slack 

https://zapier.com/apps/actionstep/integrations/slack  

Actionstep Templated Zap link – TBC 

Related articles

• Introduction to Zapier
• How to build Zapier Zaps