Actionstep connector for Okou
Connect Actionstep to read matters, contacts, billing, tasks, time entries, and contact notes through its REST API.
Sales & operations · OAuth Access Token
Use Actionstep in Okou
Actionstep REST API for reading matters, participants, bills, action types, tasks, time entries, and contact notes.
Once connected, supported Actionstep actions can become steps in a reusable workflow alongside the other services your team uses. Run the workflow once, on a schedule, or when an event starts it.
What you can do with Actionstep
- Read Actionstep actions (matters).
- Read Actionstep contact notes.
- Read Actionstep bills (invoices).
- Read Actionstep tasks.
- Read Actionstep time entries.
- Read Actionstep action types (matter types).
- Read Actionstep participants (contacts).
How the Actionstep connector works
A connected service becomes one permissioned step in the work you hand off.
- 1
Connect Actionstep
Choose OAuth Access Token.
- 2
Choose the work
Use only the supported actions your workflow needs.
- 3
Run it your way
Start it once, schedule it, or attach an event trigger.
Connect Actionstep securely
Use the connection method that fits your account and grant only the access the workflow needs.
- OAuth Access Token
Connector access is controlled per service and per action, so a workflow does not need broader access than the work you ask it to do.
What Actionstep covers
The topics this connector's published operations touch.
- legal practice management
- practice management
- matters
- contacts
- billing
- tasks
Actionstep connector questions
- What can Okou do with Actionstep?
- Connect Actionstep to read matters, contacts, billing, tasks, time entries, and contact notes through its REST API. Documented actions include: Read Actionstep actions (matters). Read Actionstep contact notes.
- How do I connect Actionstep to Okou?
- Connect Actionstep using OAuth Access Token. The connection controls which supported actions a workflow can use.
- Can Actionstep run in an automated workflow?
- Yes. After it is connected, supported Actionstep actions can run in reusable Okou workflows on demand, on a schedule, or from an event trigger.
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