Actionstep integration with Actionstep
How to Add new chat leads from Chat Agents as contacts with notes in Actionstep
Steps to automate
Use Nekton workflow automation service.Preparation
Create Nekton account. You can also use your existing Google account
to sign in.
Create automation
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Click on the "Create new workflow" button, and then add "Automated step".
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Set the step description to "Add new chat leads from Chat Agents as contacts with notes in Actionstep" and then click on "Automate".
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Provide the necessary parameters and click on the "Test it" button to check your automation. If you had issues with it, you can click on "Automate" again to try a different one.
Create a schedule (optional)
If you want to run this automation on a schedule, click on the gear button on the workflow editor
screen
to configure it. For example, you can run this flow every hour or every day.
Automate Actionstep integrations
Actionstep actions
Nekton can use any feature that is available in Actionstep API.
Using our advanced AI, you can easily create custom automations for Actionstep.
Here are some typical actions you can do in your automated workflows.
Create Matter
Creates a new action/matter.
Create File Note
Creates a new file note for an action/matter.
Create Task
Creates a task for an action/matter.
Create Time Entry
Creates a time entry.
Update File Note
Updates an existing file note.
Update Matter
Updates a matter.
About Actionstep
Actionstep is a Legal Practice Management Solution for Law firms.