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Actaport Zapier integrationAutomate Actaport with Zapier.
The Actaport Zapier integration gives you 18 triggers, 18 actions and 11 searches. Every one of the 18 triggers is instant, so a new case file, deadline or task reaches your automation right away, even on the free plan. Below: what each step does, costs and breaks.
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What the Actaport Zapier integration actually does for a law firm
Actaport is a cloud platform law firms use to run their case files, contacts, deadlines and documents. Linking it to Zapier means one event in Actaport, such as a deadline being entered, can create or update something else without anyone copying it by hand. All 18 Actaport triggers are instant, which is rare and good news on a free plan.
Three results firms usually want from it. A task for every deadline: New Deadline starts the Zap and Create Task puts a to-do with a due date and an owner in front of the right lawyer. Billable costs that log themselves: Create Expense records an expense in a case file for the party designated as client, so a cost captured elsewhere stops living in a spreadsheet. Paperwork filed where it belongs: Upload Document pulls a file from a web address into a specific case file, and Update Document Metadata tidies it up afterwards.
What Zapier does not do here matters just as much. There is no trigger for expenses, RVG fees or users, so a new fee in Actaport cannot start anything. There is no delete action either: a Zap can create and update, never remove. And no search offers a find-or-create option, so a Zap that needs a contact which might not exist has to be built with two separate steps.
If you are weighing other tools for the same job, Make vs Zapier and n8n vs Zapier set out the differences criterion by criterion.
Zapier vocabulary in one minute
Eight words come back on every line of this page. Each one in plain English, once.
- Zap
- The automation you build on Zapier: one trigger, then one or more actions that run each time that trigger event happens.
- Trigger
- The event in an app that starts the Zap. Once the Zap is on, Zapier sits and waits for that event.
- Action
- What the Zap does once it has started: the step that writes, sends or moves something for you in an app.
- Task
- The unit Zapier bills: one action your Zap completes successfully. The number on your plan counts those, nothing else.
- Polling vs instant
- A polling trigger is checked on a timer. An instant trigger is reported by the app itself the moment the event happens.
- Filter
- A step that lets the Zap carry on only when what arrived meets a condition you set, and stops it quietly otherwise.
- Search step
- A step that looks up something already stored in an app, so later steps can use what it found.
- Connection
- Your Actaport account linked to Zapier once, then reused by every step of every Zap that touches Actaport.
What an Actaport Zap really costs
Actaport is not a premium app, so it works on the free plan. The bill is counted in tasks, and only actions count.
- Free plan100 tasks a month, unlimited Zaps, no premium apps
- Free plan Zap sizeOne trigger and one action, nothing more
- Actaport triggersAll instant, so the interval grid below never applies
The trigger never costs a task, and neither does Zapier listening for new Actaport events, however many arrive. Each action that succeeds counts once, so a Zap with three actions uses three times what a one-action Zap uses. An action that fails is not counted. The real catch: the free plan stops at two steps. Add a filter, a search or a second action and the Zap becomes multi-step, which needs a paid plan.
Connect your Actaport account to Zapier
- 01
Open the Apps page
In your Zapier account, go to Apps and click + Add connection. A dialog then opens with a search box: type Actaport and pick it from the list of apps.
- 02
Sign in to Actaport
Click Add connection. A new browser tab opens on Actaport. Log in with the account the Zaps should act as, ideally one that can see every case file you plan to automate.
- 03
Grant access
Allow Zapier to access the account. The connection now shows on the Apps page and every Actaport step can reuse it. You need read or write access on anything you do not own yourself.
Your first Zap: a task for every new deadline
GoalEach deadline entered in Actaport becomes a task with an owner and a due date, but only for the deadlines worth a reminder.
- 01
Create the Zap
Start a new Zap. As the trigger, pick Actaport and the event New Deadline, then choose the Actaport connection set up above.
- 02
Test the trigger
Run the test. Zapier brings back the three most recent deadlines of the account, so you map the next steps on a real one rather than on blanks.
- 03
Add the filter
From the plus icon, add Filter and set the field, the rule and the value. Pick a text rule for text and a number rule for numbers, or it never passes. This makes the Zap multi-step.
- 04
Add Create Task
Add Actaport as the action with the event Create Task. Fill Task Title, Task Priority, Task Owner User Id and Task Due Date, the date written as YYYY-MM-DD.
- 05
Test, then publish
Test the action and check the task really appears in Actaport. Then click Publish to switch the Zap on. Only deadlines created from now on will go through.
The 18 Actaport triggers
18 events start a Zap when something happens in Actaport, and 18 of them are instant: the app calls Zapier straight away, whatever your plan.
New Case File
Instant triggerIn Zapier“Triggers when a new case file is created.”
Every time someone at the firm opens a fresh case file in Actaport, this step hands that file to the Zap so the following steps can act on it straight after.
New Contact
Instant triggerIn Zapier“Triggers when a new contact is created.”
A person or organisation added to the Actaport address book starts the Zap here, once, at the moment of creation, and never again for that record.
New Deadline
Instant triggerIn Zapier“Triggers when a deadline is created.”
Deadlines are the beating heart of a litigation practice, and this trigger reacts to each one the moment it is entered against a case file in Actaport.
New Document
Instant triggerIn Zapier“Triggers when a new document is created or uploaded.”
Whether a document is drafted inside Actaport or uploaded into it, this step catches it as soon as it exists and passes it to the rest of your Zap.
New or Updated Case File
Instant triggerIn Zapier“Triggers when a new case file is created or an existing case file is updated.”
This one is the wide net for case files: it reacts both when a file is opened and whenever an existing file is edited later on.
New or Updated Contact
Instant triggerIn Zapier“Triggers when a new contact is created or an existing contact is updated.”
Creating a contact or changing one already on file both set this trigger off, which makes it the natural source for keeping an address list in sync.
New or Updated Deadline
Instant triggerIn Zapier“Triggers when a new deadline is created or an existing deadline is updated.”
Here both a freshly entered deadline and a later edit to an existing one start the Zap, so a moved date is never missed downstream.
New or Updated Document
Instant triggerIn Zapier“Triggers when a new document is created or an existing document is updated.”
Documents created in Actaport and documents that are later revised both reach the Zap through this single trigger.
New or Updated Resubmission
Instant triggerIn Zapier“Triggers when a new resubmission is created or an existing resubmission is updated.”
Resubmissions are the follow-up dates Actaport attaches to a case file. This trigger reacts when one is set and again when one is changed.
New or Updated Task
Instant triggerIn Zapier“Triggers when a new task is created or an existing task is updated.”
Any task, created a minute ago or edited after a call with the client, starts the Zap through this trigger.
New Resubmission
Instant triggerIn Zapier“Triggers when a new resubmission is created.”
When a lawyer schedules a resubmission on a case file, Zapier receives it here, once, the moment it is saved.
New Task
Instant triggerIn Zapier“Triggers when a new task is created.”
A task created in Actaport, by hand or by another Zap, lands in Zapier through this step as soon as it is saved.
Updated Case File
Instant triggerIn Zapier“Triggers when an existing case file is updated.”
Only changes count here: an existing case file being edited starts the Zap, while a newly opened one is ignored.
Updated Contact
Instant triggerIn Zapier“Triggers when an existing contact is updated.”
Edits to a contact that already exists, and only those, wake this trigger up; brand new contacts pass by unnoticed.
Updated Deadline
Instant triggerIn Zapier“Triggers when an existing deadline is updated.”
Once a deadline exists, any later change to it reaches the Zap through this trigger, which leaves new deadlines aside.
Updated Document
Instant triggerIn Zapier“Triggers when an existing document is updated.”
A document already stored in Actaport that gets revised fires this step. Uploads of new documents do not.
Updated Resubmission
Instant triggerIn Zapier“Triggers when an existing resubmission is updated.”
Changes to an existing resubmission, such as a new date or a new status, start the Zap; fresh resubmissions do not.
Updated Task
Instant triggerIn Zapier“Triggers when an existing task is updated.”
This trigger cares only about existing tasks being edited, from a new due date to a change of owner.
The 18 Actaport actions
Actaport gives you 18 actions. For each one: what it does for you, when to reach for it, and what to watch out for.
Operations index
- Create Case File
- Create Contact
- Create Deadline
- Create Expense
- Create Resubmission
- Create RVG Fee
- Create Task
- Create Third Party Cost
- Update Case File
- Update Contact
- Update Deadline
- Update Deadline Status
- Update Document Metadata
- Update Resubmission
- Update Resubmission Status
- Update Task
- Update Task Status
- Upload Document
Create Case File
ActionIn Zapier“Creates a new case file.”
Opens a new case file in Actaport with its name, clerk, assistants and a first participant.
Create Contact
ActionIn Zapier“Creates a new contact.”
Adds someone to the Actaport address book; a last name and a contact type are all it strictly needs.
Create Deadline
ActionIn Zapier“Creates a new deadline for a case file.”
Sets a deadline on a case file, with an end date and a reason, and lets you mark it final or provisional.
Create Expense
ActionIn Zapier“Creates an expense in a case file for the party designated as client.”
Records an expense in a case file for the party designated as client, billed to the user you name.
Create Resubmission
ActionIn Zapier“Creates a new resubmission for a case file.”
Schedules a follow-up date on a case file, with the reason the file has to come back to someone's desk.
Create RVG Fee
ActionIn Zapier“Creates an RVG fee in a case file for the party designated as client.”
Adds an RVG fee line to a case file for the party designated as client, with its activity type, VAT, description and net amount.
Create Task
ActionIn Zapier“Creates a new task. If a case file is specified, the task is automatically linked with the case file.”
Puts a task in Actaport with a title, a priority, an owner and a due date. If you name a case file, the task is tied to it automatically.
Create Third Party Cost
ActionIn Zapier“Creates a third party cost in a case file for the party designated as client.”
Logs a cost paid to a third party in a case file, again for the party designated as client and billed to a named user.
Update Case File
ActionIn Zapier“Updates an existing case file.”
Changes an existing case file, found by its Number/YY file number, including the participant input tax reduction setting.
Update Contact
ActionIn Zapier“Updates an existing contact.”
Rewrites the details of a contact you point to by its contact id.
Update Deadline
ActionIn Zapier“Updates an existing deadline.”
Edits a deadline already in a case file, identified by the file number and the deadline id, and can switch it between final and provisional.
Update Deadline Status
ActionIn Zapier“Updates the status of an existing deadline.”
Changes only the status of a deadline, leaving its date and reason untouched.
Update Document Metadata
ActionIn Zapier“Updates the metadata of a document.”
Rewrites the metadata of a document stored in Actaport; the document id is the only required input.
Update Resubmission
ActionIn Zapier“Updates an existing resubmission.”
Edits a resubmission already scheduled on a case file, located through the file number and its resubmission id.
Update Resubmission Status
ActionIn Zapier“Updates the status of an existing resubmission.”
Switches the status of one resubmission, and nothing else about it.
Update Task
ActionIn Zapier“Updates an existing task.”
Edits one task already in Actaport, which you designate with its task id.
Update Task Status
ActionIn Zapier“Updates the status of an existing task.”
Moves a task to another status, given its task id and the status you want.
Upload Document
ActionIn Zapier“Uploads a document from the given source to a specific case file.”
Fetches a file from a web address and stores it in the case file you name.
The 11 Actaport searches
11 search steps look for data that already exists in Actaport, so a later step can use it.
A search step sits at the bottom of the action event list, under the SEARCH heading. It finds a record that already exists and hands its id to the next step, which is how a Zap gets a contact id or a deadline id no earlier step carried. Some action fields also offer + Add search step, which inserts the search for you.
Find Contact by Id
SearchIn Zapier“Finds an existing contact by Id.”
Retrieves one contact when you already hold its contact id.
Find Contact by Parameters
SearchIn Zapier“Finds an existing contact by supported parameters.”
Looks a contact up through the parameters Actaport supports, rather than through its id.
Find Deadline by Id
SearchIn Zapier“Finds an existing deadline of a case file by Id.”
Pulls a single deadline of a case file, from the Number/YY file number and the deadline id.
Find Document by Id
SearchIn Zapier“Finds a document of a case file by id.”
Brings back one document of a case file, given the file number and the document id.
Find Document by Parameters
SearchIn Zapier“Finds existing documents by parameters”
Lists existing documents of a case file by parameters, the case file number being the one required input.
Find Case File by File Number
SearchIn Zapier“Finds an existing case file by its file number.”
Finds an existing case file from its file number, written as Number/YY.
Find Related Case Files
SearchIn Zapier“Finds related case files for the party designated as client.”
Gathers the case files in which a given contact is involved, for the party designated as client.
Find Resubmission by Id
SearchIn Zapier“Finds an existing resubmission of a case file by Id.”
Retrieves one resubmission of a case file from the file number and the resubmission id.
Find Task by Id
SearchIn Zapier“Finds an existing task by Id.”
Fetches one task from its task id, so the next step works on current data.
Find Users
SearchIn Zapier“Finds existing users by parameters.”
Searches the users of your Actaport account, optionally only those enabled, or those who can act as clerk or assistant in case files.
Find Logged-In User
SearchIn Zapier“Finds the currently logged-in user.”
Returns the user behind the connection itself, with no input at all.
The three settings every search exposes
- Successful if no search results are found?Left on its default, an empty search stops the Zap there and the steps depending on it are skipped. Switched on, the Zap carries on empty-handed.
- Create X if it doesn't exist yet?This box turns a search into find-or-create on apps that offer it. Actaport offers none, so a missing record means a separate Create step.
- If multiple search results are found?Three ways out: keep the first match, which is the default, stop the Zap, or pass every match on at once.
When an Actaport Zap breaks
No help article is attached to Actaport on Zapier, and no app-specific rate limit is published. What breaks comes from how Zapier itself works.
Four situations account for most surprises. For a step-by-step fix, see Zapier troubleshooting.
The past is never picked up
A Zap only reacts to what happens after it is switched on. Case files and deadlines already in Actaport stay where they are; moving them is a separate job.A Zap that sets itself off
Writing into the place your trigger watches, such as Update Task after Updated Task, restarts the Zap again and again and burns through your tasks.A bulk import gets held back
When a trigger suddenly returns a huge batch, after a migration into Actaport for example, Zapier's flood protection can hold the runs back.Wrong formats, failed actions
File numbers go as Number/YY, dates as YYYY-MM-DD, amounts in cents. A wrong format makes the action fail, though a failed action costs no task.
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