AI agents for Actionstep

Find matters

Lists matters ("actions" in the API), newest change first, filtered by words in the name, the reference, status, matter type, assigned participant or change time.

Get a matter

Reads one matter by ID: name, reference, status, priority, restricted flag, created, changed and last-accessed times, banner text, and links to its matter type, assigned participant.

Find contacts

Lists contacts ("participants": people and organisations, staff included) whose display name or email contains some text, people only or companies only, or changed since a time.

List tasks

Lists tasks on a matter or assigned to a participant, by status or due date range, soonest due first.

List file notes

Lists the file notes on a matter, newest first.

List time entries

Lists time entries on a matter or owned by a participant, optionally within a date range, newest first.

List bills

Lists bills (invoices), newest first, by status, matter, or invoice date range.

List appointments

Lists calendar appointments starting within a time range, optionally on one calendar or for one matter, soonest first.

List a matter's documents

Lists the documents on a matter (names and details, not their contents), optionally whose name contains some text, newest change first.

List records

Lists any other kind of Actionstep record, 25 a page.

Add a contact

Adds a contact (participant): a person with a first and last name, or a company with a company name, plus the display name the firm sees, and optionally an email, phone number.

Add a task

Adds a task on a matter for an Actionstep user (their participant ID, from "List records" with users), with a name, due date and time, and optionally a description and priority (Normal by default).

Add a file note

Adds a file note with its text to a matter, dated now unless a date and time is given.

Record time

Records time on a matter for its owner (a user's participant ID).

Open a matter

Opens a matter of a matter type (IDs from "List records" with actiontypes; the type sets its workflow, steps and fields) with a name.

Add an appointment

Adds a confirmed appointment to a calendar (IDs from "List records" with calendars), with a title, start and end times with their offset.