Integrations / Actionstep
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CabinPanda and Actionstep Integration

actionstep is a method for the supervision of legal research and law firms.

Let’s integrate

Let's get you started with Actionstep integration. It's super easy!

With the CabinPanda and Actionstep, you can:

Let's get you started with Cabinpanda and Actionstep integration. You will be able to send your submission data from CabinPanda to Actionstep.

What you need?

  • CabinPanda account
  • Zapier account (It's Free)
  • Actionstep account

More about Actionstep:

actionstep is a method for the supervision of legal research and law firms.

Step by step guide

We will walk you through the steps of integrating with CabinPanda.
1

Create your CabinPanda account

Sign up and create your CabinPanda account. It’s very easy. Once you have created your account, you are ready to integrate with pretty much anything.

2

Go to the integrations section of CabinPanda

Here, you can see all the app categories that CabinPanda can integrate with. If you want, you can search for the specific app that you are looking to integrate with, or browse through the featured apps.

3

Select Gmail and click connect

Select the Actionstep app and click connect for integration. This will enable integration through Zapier.

  • When receive submission
    Triggers when receive subscription
  • Create Matter
    Creates a new action/matter.
  • Create Individual Contact
    Creates an individual contact.
  • Create File Note
    Creates a new file note for an action/matter.
  • Create Company Contact
    Creates a company contact.
  • Add Participant to Matter
    Adds a participant to an action/matter.
  • Create Task
    Creates a task for an action/matter.
6 Actionstep Actions

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