GETTING STARTED GUIDE: How to set up a new connection?
Actionstep is a powerful cloud-based legal practice & case management software with everything you need to run your entire law firm.
Below you'll find detailed information, specifically for Actionstep integrations:
Supported Actionstep Integrations
Start with choosing between the Production or Staging environment.
Proceed by providing your email and password.
If you already authorized Actionstep account(s) in the past or in any other PieSync integration, you'll be able to skip the first part of the authorization and choose from your CONNECTED ACCOUNTS.
Choose your contact type
Distinguish between Individual Contacts and Company Contacts before proceeding to the configuration page.
Learn about our contact sync below. More in-depth info about our Company to Company sync can be found here.
[IF] Supported Conditions/Filters
- Already existing in the app you sync with
- Field values
[THEN] Supported Actions
- Update field values
Default Field Mapping
Depending on the other app you're syncing with, you'll see a number of standard Actionstep fields being mapped by default. For instance, in a connection with Google Contacts, the default field mapping looks like this:
You have the ability to disable default mappings and reuse them in the custom mappings section.
Customizable Field Mapping
For now, we don't support Actionstep customizable contact fields. Therefore, you can only custom map any additional standard fields that aren't included in the default mapping yet. Bear in mind a mapping between two fields can only exist if the types of fields are compatible, and the particular compatibility will determine the direction of the mapping as well.
More information on Customizable Field Mapping
Thanks to the feedback we have already received, we created a list of popular apps that we’re going to work on very soon. By voting them up in our pipeline, YOU decide which connectors we’ll release first. If you don’t see your app on the list or need any further help, drop us a line - firstname.lastname@example.org. Don't forget to read our blog for the latest in productivity, apps, and technology!