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Actionstep integration

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Overview

Company website:

https://www.actionstep.com

Integration launch date:

October 10, 2026

API Categories:

Legal Practice Management Passthrough

API Authorization:

OAuth2 flow

Data-regions:

Production Staging

LEGAL MATTER

End-API object:

action

Unified API Methods:

List Get Update

Webhooks:

Virtual

List options:

limit offset practicearea_id updated_gte user_id

Readable fields:

contact_ids created_at id name number parties practicearea_id status updated_at user_id

Writable fields:

name number status user_id

LEGAL PRACTICEAREA

End-API object:

actiontype

Unified API Methods:

List options:

Readable fields:

id is_active name

Writable fields:

LEGAL TIMEENTRY

End-API object:

timeentry

Unified API Methods:

List Get Create Update Remove

List options:

limit matter_id offset user_id

Readable fields:

activity_code billable_minutes created_at description id is_billable matter_id minutes rate_amount task_code total_amount user_id worked_at

Writable fields:

matter_id worked_at activity_code billable_minutes description is_billable minutes rate_amount task_code user_id

required fields

LEGAL EXPENSE

End-API object:

disbursement

Unified API Methods:

List Get Create Update Remove

List options:

limit matter_id offset user_id

Readable fields:

created_at description expense_code id incurred_at matter_id price_amount quantity user_id

Writable fields:

incurred_at matter_id description expense_code price_amount quantity user_id

required fields

PASSTHROUGH

Unified API Methods:

POST GET PUT DELETE

List options:

Readable fields:

Writable fields:

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