Integrate Actionstep with Retently

Trigger NPS/CSAT surveys after significant client interactions or case completions, sync client contact details and case information, and use feedback scores to improve client service and operational efficiency.

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About Actionstep

Actionstep is a management platform designed to streamline legal and professional services operations. It assists with managing matters, tasks, contacts, and time entries efficiently.

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Actionstep to Retently

1

New Matter

Triggers when an action/matter is created.
2

New File Note

Triggers when a new file note is created.
3

Matter Step Changed

Triggers when a step change occurs on an action/matter.
4

Updated Matter

Triggers when an existing Matter is updated.
5

New Matter Participant

Triggers when a participant/contact is added to an action/matter.
6

New Contact

Triggers when a participant/contact is created.
7

New Task

Triggers when a new task is created.
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Retently to Actionstep

1

Create Matter

Creates a new action/matter.
2

Create File Note

Creates a new file note for an action/matter.
3

Create Task

Creates a task for an action/matter.
4

Create Time Entry

Creates a time entry.
5

Update File Note

Updates an existing file note.
6

Update Matter

Updates a matter.
7

Update Task

Updates a task.
8

Find Matter Custom Field

Finds a matter custom field based on the supplied custom field name.
9

Retrieve Matter Custom Field Value

Retrieves a matter custom field value based on the supplied custom field id and matter id.
10

Find Matter

Finds a matter/action by name or ID.
11

Search for Matter

Finds a matter based on different search criteria.
12

Find or Create Matter

Finds or creates a matter.
13

Search or Create Contact

Finds a contact based on different search criteria.
14

Add Participant to Matter

Adds a participant to an action/matter.
15

Create Company Contact

Creates a company contact.
16

Create Individual Contact

Creates an individual contact.
17

Create Disbursement

Creates a disbursement.
18

Update Company Contact

Updates a company contact.
19

Update Individual Contact

Updates an individual contact.
20

Update Matter Custom Field Value

Updates a matter custom field value.
21

API Request (Beta)

This is an advanced action which makes a raw HTTP request that includes this integration's authentication.
22

Find Tax Code

Finds a tax code record based on the supplied code.
23

Find Contact

Finds a contact/participant by name or ID.
24

Search for a Contact

Finds a contact based on different search criteria.
25

Find or Create Contact

Finds or creates a contact.
26

Find or Create Participant

Finds or creates a participant.

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