Actionstep SMS Integration

Yes - Mobile Message does integrate with Actionstep!

When a new matter opens in your law practice, a flurry of actions should follow automatically. Actionstep is the hub for case management tracking matters, steps, tasks, files, and participants and every status change or new record is a chance to notify the right people instantly.

A new matter means the client is waiting to hear the next step. A new matter participant means they need to be brought up to speed. A step change in the workflow means progress that your client deserves to know about. Manual phone calls and emails create bottlenecks. Zapier and Mobile Message eliminate them.

By triggering SMS from Actionstep events, you keep clients, team members, and stakeholders aligned. When a task is created, the assignee gets a text. When a matter reaches a key step, the client gets a notification. When a new participant joins a matter, they get a welcome SMS with context. Your practice runs faster and clients feel heard.

A Zapier account and subscription is required for this integration.
Please view Zapier's pricing page for further information.

Actionstep SMS Integration

What you can automate

Connect Actionstep and Mobile Message through Zapier and these run on their own, with no code and no developer.

When Instant A new matter is created in Actionstep Actionstep · New Matter
Then Send an SMS welcoming the client Mobile Message · Send SMS
Use this Zap
When Instant A matter reaches a new step Actionstep · Matter Step Changed
Then Notify the client of progress Mobile Message · Send SMS
Use this Zap
When Instant A participant is added to a matter Actionstep · New Matter Participant
Then Send them an SMS with context Mobile Message · Send SMS
Use this Zap
When Instant A new contact is added in Actionstep Actionstep · New Contact
Then Create them in Mobile Message Mobile Message · Create Contact
Use this Zap
When Instant A new task is created in Actionstep Actionstep · New Task
Then Send an SMS alert to the assignee Mobile Message · Send SMS
Use this Zap
1.6 cents SMS Service
Bulk SMS at 1.6¢ per SMS

Exceptional SMS pricing starting at just 1.6¢ per message with your first purchase, offering great value without compromising on quality.

Direct Carrier SMS Delivery
100% Direct Delivery - Guaranteed

We don't route your messages offshore, like some bulk SMS providers. We deliver 100% of messages directly to Australian mobile carriers, for the fastest, most reliable delivery.

Free Dedicated SMS Number
FREE Dedicated Number

Get a dedicated vitrual number to send and receive SMS messages, at no extra cost! Perfect for two-way SMS messaging.

Everything Actionstep supports on Zapier

Any of these can start or complete an SMS automation with Mobile Message.

Triggers 7
  • Matter Step Changed — Triggers when a step change occurs on an action/matter.
  • New Contact — Triggers when a participant/contact is created.
  • New File Note — Triggers when a new file note is created.
  • New Matter — Triggers when an action/matter is created.
  • New Matter Participant — Triggers when a participant/contact is added to an action/matter.
  • New Task — Triggers when a new task is created.
  • Updated Matter — Triggers when an existing Matter is updated.
Actions 15
  • Add Participant to Matter — Adds a participant to an action/matter.
  • API Request (Beta) — This is an advanced action which makes a raw HTTP request that includes this integration's authentication.
  • Create Company Contact — Creates a company contact.
  • Create Disbursement — Create a disbursement.
  • Create File Note — Creates a new file note for an action/matter.
  • Create Individual Contact — Creates an individual contact.
  • Create Matter — Creates a new action/matter.
  • Create Task — Creates a task for an action/matter.
Show all 15 actions
  • Create Time Entry — Creates a time entry.
  • Update Company Contact — Update company contact
  • Update File Note — Updates an existing file note.
  • Update Individual Contact — Update an individual contact
  • Update Matter — Updates a matter.
  • Update Matter Custom Field Value — Updates a matter custom field value.
  • Update Task — Updates a task.

Everything Your Integration Needs

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Easy-to-Use Integration

Our SMS platform is simple to integrate with your existing application.

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Custom Sender IDs

Personalise your messages with a branded sender name, improving trust and engagement with your audience.

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Real-Time Delivery Receipts

Track your message statuses in real time, ensuring complete transparency and campaign effectiveness.

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Inbound SMS Handling

Receive replies and incoming messages directly into your app for seamless two-way communication.

Actionstep + SMS: common questions

Can I send an SMS when a new matter is created in Actionstep?

Yes. Every new matter becomes a Zapier trigger. You can send the client a welcome SMS, notify the team, or both. This helps clients feel attended to from day one.

Can I add new contacts from Actionstep to a Mobile Message contact list?

Yes. When a new contact is created in Actionstep, you can automatically create them in Mobile Message or add them to a specific list. This keeps your contact database in sync.

How do I set this up without writing any code?

In Zapier, create a Zap with Actionstep as the trigger (e.g., New Matter) and Mobile Message as the action (Send SMS or Create Contact). Link both accounts and Zapier will map the fields for you.

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Ready to Try Mobile Message?

Our sign-up process takes just 2 minutes and gives you instant access to our bulk SMS platform. You can start sending messages today!