Low-code orchestration
Connect, compose and ship AI features faster.
Actionstep Integrations
Actionstep is a cloud-based legal practice management system, giving lawyers the headspace to listen, engage and make a difference to clients, everyday.
Multi-tenant deployment
Isolate customer credentials and configurations at scale.
Governed access
Apply policies, field controls and audit trails across usage.
Embedded experience
Deliver workflows natively inside your product.
CONNECTOR OVERVIEW
Create automations with our Actionstep connector
Easily manage the flow of your customers data and create opportunities for organisation optimisation and efficiency with Cyclr’s integration capabilities.
ORCHESTRATION
How Actionstep works with Cyclr
Cyclr sits between your SaaS product and Actionstep to handle authentication, govern access and orchestrate every API call per customer, at scale.
- 1
Your SaaS product
Your app requests an action for a specific customer.
- 2
Cyclr orchestration
Cyclr authenticates, applies policies and routes the request.
- 3
Actionstep
Actionstep processes the request and returns a response to your app.
Customer-specific authentication · Governed data movement · Centralized visibility and audit
CONNECTOR COVERAGE
Available connector capabilities
Explore Actionstep methods you can orchestrate through Cyclr.
Matters1
Create Matter
ActionCreates a matter.
Participants1
Create Participant
ActionCreates a participant.
Tasks1
Create Task
ActionCreates a task.
TECHNICAL DETAILS
Actionstep integration and API details
Review the sourced authentication and API behaviour used when configuring customer-facing Actionstep integrations in Cyclr.
API and authentication
- API host
Not specified- Authentication
- See Connector in Console
- Credentials
Review the connector installation fields in Cyclr Console.
- Method categories
See available methods
Pagination and rate limits
Pagination
Method-specific behavior should be confirmed before implementation.
Rate limits
Refer to the vendor API documentation for current limits.
IMPLEMENTATION
Authentication at a glance
Authentication requirements and any available connection options are shown when installing this connector in Cyclr Console.
- Authentication method
- See Connector in Console
- Credential required
Review the connector installation fields in Cyclr Console.