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, via:
- a new matter,
- a file note,
- a new contact, or
- an Actionstep webform submission.
This article shares the available Actionstep workflows and how to enable the integration for your bot(s).
- Available workflows
- How to enable your Actionstep integration
- Integrate with Actionstep via Zapier
Workflow 1 - Create a new matter and contact (optional)
Your Josef bot can automatically create a new matter in Actionstep when an interaction is completed. This workflow can:
- Create a new matter, including
- a file reference
- a file note containing a link to your generated document(s)
- Create a contact (optional), including:
- email address (optional)
- date of birth (optional)
- telephone (optional)
- address line (optional)
- city (optional)
- state/province (optional)
- country (optional)
To enable this workflow, please let us know what matter type should be created and whether you would like a contact to be created as part of the integration.
Workflow 2 - Populate an Actionstep webform
Your Josef bot can automatically populate a new webform with your bot's data. This displays in your Actionstep system as a new webform request whenever your bot has been completed by a user.
To set this up, you'll first need to build your bot.
Once complete, please follow these steps:
- In your Actionstep dashboard, open the Actionstep Webform code.
- This is available after you create your Webform.
- Please complete our mapping spreadsheet (at the bottom of this page) to confirm which Actionstep fields you'd like to be mapped.
- Once you know your Actionstep database field names, log into the Josef Dashboard and select your bot.
- For each message in your bot where the user response is to be sent to Actionstep, rename the message name so that it matches the relevant Actionstep database field name.
- If you need to map more than 10 fields, there may be an additional cost. We'll be sure to clarify this with you before we start on the integration.
Once you have updated the name(s) of the relevant bot messages that should be sent to Actionstep, notify us at firstname.lastname@example.org.
- Note: Please include the Webform code in your email. This can be downloaded via the Actionstep Dashboard.
How to enable your Actionstep integration
If you would like to demo or enable your Actionstep integration, please reach out to us at email@example.com with:
- The Actionstep workflow you'd like to enable,
- The bot name, and
- The email of the account hosting your bot.
Our team will help you enable the integration and let you know as soon as it’s ready for testing.
Integrate with Actionstep via Zapier
Alternatively, if you use Zapier, you can use Webhooks by Zapier to send data to Actionstep. This is a simple way to manage the integration on your own.
- Note: Click the link above and head to Actions to see what's possible.
To integrate via Zapier:
- Create a Zap.
- Under Trigger and App Event, search for and select Webhooks by Zapier.
- Under Trigger Event, select Catch Hook.
- Copy the URL under Custom Webhook URL.
- Send your webhook URL to us at firstname.lastname@example.org. We'll then connect it to your bot.
- Once your webhook is connected, test your live bot.
- In Zapier, you'll then be able to see your test data sent to Zapier under Test Trigger.
- In Zapier, under Action, search for and select Actionstep.
- Under Action Event, you’ll be able to select the different events that Actionstep can perform when a user completes your bot.
- Hint: Learn more about the Zapier and Actionstep integration here.
- Finalise your Zap and test your bot to make sure your integration is working as expected.
Got a question? Contact us at email@example.com.