Josef can be integrated with Actionstep for the easy flow of data from your bot to Actionstep. This means user activity in your bot can be made instantly available in your Actionstep account and trigger further actions. Using the information your bot gathers, you can trigger the following actions in Actionstep:
- Create a new action/matter
- Create a participant
- Create a company contact
- Create a individual contact
- Create a file note
- Create a task
- Create a disbursement
- Create a time entry
- Update individual contact
- Update a matter
- Update a task
- Add a participant to a matter
The high-level process for integrating your bot looks like this:
- First, build out your bot to gather the information you want to send to Actionstep.
- Once you’re happy with your bot, you can either: (a) contact us to set up the integration for you; or (b) integrate with Actionstep using Zapier.
- Once the integration is complete, the final step is to test your bot to make sure it’s working.
Contact us to build the integration
We’re happy to help build the integration.
We’ll need some information from you on how you envision your bot data to integrate with Actionstep to plan the integration with you.
Contact our support team (email@example.com) to share your integration plan with us and we’ll come back to you with next steps, including an estimate on how long it will take and the cost of building the integration.
Actionstep Webform integration
You can set up your Josef bot to submit an Actionstep Webform.
To do this, first build out your bot.
After you've built your bot, please follow these steps:
- Open the Actionstep Webform code in your Actionstep dashboard. This is available after you create your Webform.
- Review the Actionstep Webform and identify the HTML code for each field. For example, the Actionstep code for a user's first name might be displayed as "p28__first_name".
- Once you know the Actionstep codes, log into the Josef dashboard and select your bot.
- For each message in your bot where the user response should be sent to Actionstep, rename the message name so that it matches the Actionstep code of the field where the data should be sent. For instance, if we take the example above, the message name asking for the user's first name should updated to "p28__first_name".
Once you have updated the name for each message that should be sent to Actionstep, let our support team (firstname.lastname@example.org) know. Please attach the Webform code in your email (you can download a copy in the Actionstep dashboard). We'll be in touch to provide you with how long it will take and the cost of building the integration.
Integrate with Actionstep using Zapier
Simply follow these steps in Zapier:
- Create a Zap.
- Under Trigger and App Event, search for ‘Webhooks by Zapier’ and select it.
- Under Trigger Event, select Catch Hook.
- Copy the URL under Custom Webhook URL.
- Send your webhook URL to our support team (email@example.com) and we’ll connect it to your bot.
- Once your webhook is connected, test your bot (live) and you’ll be able to see your test data sent to Zapier under Test Trigger.
- In Zapier, under Action, search for ‘Actionstep’ and select it.
- Under Action Event, you’ll be able to select the different events that Actionstep can perform when a user completes your bot. You can learn more about the Zapier and Actionstep integration here.
- Finalise your Zap and test your bot to make sure your integration is working.