Actionstep

Why Add-to-Calendar Works with Actionstep

Reduce no-shows and streamline client interactions by making it effortless to add appointments directly to clients' calendars.

• Universal Add to Calendar links
• Boosts attendance with smart reminders
• No-code, one-click setup
• Insights via click and attendance analytics

How Actionstep Works with CalendarLink

Turn Actionstep Events into Calendar Invitations

1. Create a CalendarLink for each new or updated contact

Leverage Actionstep triggers like New or Updated Contact and New Upcoming Event to signal calendar actions.

2. Send data to CalendarLink

Map essential details like names, dates, and descriptions effortlessly, with the option to include RSVP functionality.

3. Publish the personalized invite

Generate the Add-to-Calendar link and share it easily, ensuring your invites reach your clients on their preferred platform.

Fire Actionstep Workflows from CalendarLink triggers

1. Capture a New CalendarLink Event

Select Actionstep triggers such as New Event or Updated Contact to initiate the workflow.

2. Map Add-to-Calendar Data

Seamlessly flow titles, dates, times, and participant details into your Actionstep system.

3. Update Matter or Create File Note

Utilize common actions like Update Matter or Create File Note to maintain accurate record-keeping and client communication.

Pro Tips for Actionstep and Add-to-Calendar

• Use analytics to track event successes
• Automate reminders to minimize no-shows
• Personalize event details for each client
• Leverage smart notifications to keep all parties informed