...
- 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
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
- Add a contact to a matter
- Create a company contact
- Find a contact/participant by name or ID. Optionally, create one if none are found.
- Finds a matter/action by name or ID. Optionally, create one if none are found.