Work with Actaport case files, notes, deadlines, resubmissions, tasks, contacts, documents and folders, and read fee items and invoices.
Explore 68 workflow actions for Actaport, including account permissions and operation limits.
47 read actions21 write actions
WORKFLOW ACTIONS
What you can configure.
Choose an action in the workflow builder, connect an account, and map its inputs. These actions are available in the catalog; your account access and a successful test determine whether they work for your setup.
Check collisions
Read
Check a prospective client against existing parties for conflicts of interest.
Permissions and limits
Account permissions
An Actaport API user, with the firm alias and the client ID and secret Actaport issues with the API add-on
Create case file
Write
Create a case file with its clerk, assistants and parties.
Permissions and limits
Account permissions
An Actaport API user, with the firm alias and the client ID and secret Actaport issues with the API add-on
A repeated request may repeat the external action. Review the previous result before retrying a write.
Create contact
Write
Create a person or organization contact with addresses, phones, email and bank details.
Permissions and limits
Account permissions
An Actaport API user, with the firm alias and the client ID and secret Actaport issues with the API add-on
A repeated request may repeat the external action. Review the previous result before retrying a write.
Create cost center
Write
Create a cost center.
Permissions and limits
Account permissions
An Actaport API user, with the firm alias and the client ID and secret Actaport issues with the API add-on
A repeated request may repeat the external action. Review the previous result before retrying a write.
Create deadline
Write
Add a deadline to a case file.
Permissions and limits
Account permissions
An Actaport API user, with the firm alias and the client ID and secret Actaport issues with the API add-on
A repeated request may repeat the external action. Review the previous result before retrying a write.
Create document from template
Write
Create a document in a case file from a template.
Permissions and limits
Account permissions
An Actaport API user, with the firm alias and the client ID and secret Actaport issues with the API add-on
A repeated request may repeat the external action. Review the previous result before retrying a write.
Create folder
Write
Add a folder to a case file.
Permissions and limits
Account permissions
An Actaport API user, with the firm alias and the client ID and secret Actaport issues with the API add-on
A repeated request may repeat the external action. Review the previous result before retrying a write.
Create note
Write
Add a file, appointment or phone note to a case file.
Permissions and limits
Account permissions
An Actaport API user, with the firm alias and the client ID and secret Actaport issues with the API add-on
A repeated request may repeat the external action. Review the previous result before retrying a write.
Create resubmission
Write
Add a resubmission (follow-up date) to a case file.
Permissions and limits
Account permissions
An Actaport API user, with the firm alias and the client ID and secret Actaport issues with the API add-on
A repeated request may repeat the external action. Review the previous result before retrying a write.
Create task
Write
Create a task for a user or group, optionally on a case file.
Permissions and limits
Account permissions
An Actaport API user, with the firm alias and the client ID and secret Actaport issues with the API add-on
A repeated request may repeat the external action. Review the previous result before retrying a write.
Delete cost center
Write
Delete a cost center.
Permissions and limits
Account permissions
An Actaport API user, with the firm alias and the client ID and secret Actaport issues with the API add-on
A repeated request may repeat the external action. Review the previous result before retrying a write.
Get additional information category
Read
Read an additional information category.
Permissions and limits
Account permissions
An Actaport API user, with the firm alias and the client ID and secret Actaport issues with the API add-on
Get case file
Read
Read a case file by its number (running number and year).
Permissions and limits
Account permissions
An Actaport API user, with the firm alias and the client ID and secret Actaport issues with the API add-on
Get contact
Read
Read a contact.
Permissions and limits
Account permissions
An Actaport API user, with the firm alias and the client ID and secret Actaport issues with the API add-on
Get deadline
Read
Read a deadline.
Permissions and limits
Account permissions
An Actaport API user, with the firm alias and the client ID and secret Actaport issues with the API add-on
Get department
Read
Read a department.
Permissions and limits
Account permissions
An Actaport API user, with the firm alias and the client ID and secret Actaport issues with the API add-on
Get document
Read
Read a document's details and download link.
Permissions and limits
Account permissions
An Actaport API user, with the firm alias and the client ID and secret Actaport issues with the API add-on
Get documents overview
Read
Page through the overview of a case file's documents.
Permissions and limits
Account permissions
An Actaport API user, with the firm alias and the client ID and secret Actaport issues with the API add-on
Get folder
Read
Read a folder.
Permissions and limits
Account permissions
An Actaport API user, with the firm alias and the client ID and secret Actaport issues with the API add-on
Get group
Read
Read a user group.
Permissions and limits
Account permissions
An Actaport API user, with the firm alias and the client ID and secret Actaport issues with the API add-on
Get invoice
Read
Read an invoice.
Permissions and limits
Account permissions
An Actaport API user, with the firm alias and the client ID and secret Actaport issues with the API add-on
Get note
Read
Read a note.
Permissions and limits
Account permissions
An Actaport API user, with the firm alias and the client ID and secret Actaport issues with the API add-on
Get own expense
Read
Read an own expense.
Permissions and limits
Account permissions
An Actaport API user, with the firm alias and the client ID and secret Actaport issues with the API add-on
Get party fee agreement
Read
Read the fee agreement for a party of a case.
Permissions and limits
Account permissions
An Actaport API user, with the firm alias and the client ID and secret Actaport issues with the API add-on
Get resubmission
Read
Read a resubmission.
Permissions and limits
Account permissions
An Actaport API user, with the firm alias and the client ID and secret Actaport issues with the API add-on
Get RVG fee item
Read
Read an RVG fee item.
Permissions and limits
Account permissions
An Actaport API user, with the firm alias and the client ID and secret Actaport issues with the API add-on
Get selection list
Read
Read a selection list's values (like party roles).
Permissions and limits
Account permissions
An Actaport API user, with the firm alias and the client ID and secret Actaport issues with the API add-on
Get signed-in user
Read
Read the API user NodeHub signs in as.
Permissions and limits
Account permissions
An Actaport API user, with the firm alias and the client ID and secret Actaport issues with the API add-on
Get task
Read
Read a task.
Permissions and limits
Account permissions
An Actaport API user, with the firm alias and the client ID and secret Actaport issues with the API add-on
Get template
Read
Read a document template.
Permissions and limits
Account permissions
An Actaport API user, with the firm alias and the client ID and secret Actaport issues with the API add-on
Get third-party cost
Read
Read a third-party cost.
Permissions and limits
Account permissions
An Actaport API user, with the firm alias and the client ID and secret Actaport issues with the API add-on
Get time entry
Read
Read a time entry.
Permissions and limits
Account permissions
An Actaport API user, with the firm alias and the client ID and secret Actaport issues with the API add-on
Get user
Read
Read a user.
Permissions and limits
Account permissions
An Actaport API user, with the firm alias and the client ID and secret Actaport issues with the API add-on
Get webhooks dashboard
Read
Get the link to Actaport's webhook dashboard.
Permissions and limits
Account permissions
An Actaport API user, with the firm alias and the client ID and secret Actaport issues with the API add-on
List additional information categories
Read
List the additional information categories for case files.
Permissions and limits
Account permissions
An Actaport API user, with the firm alias and the client ID and secret Actaport issues with the API add-on
List all time entries
Read
List time entries across case files.
Permissions and limits
Account permissions
An Actaport API user, with the firm alias and the client ID and secret Actaport issues with the API add-on
List case documents
Read
List a case file's documents.
Permissions and limits
Account permissions
An Actaport API user, with the firm alias and the client ID and secret Actaport issues with the API add-on
List case files
Read
List case files, with paging, sorting and filters like eq(aktenbezeichnung,'...').
Permissions and limits
Account permissions
An Actaport API user, with the firm alias and the client ID and secret Actaport issues with the API add-on
List case time entries
Read
List a case file's time entries.
Permissions and limits
Account permissions
An Actaport API user, with the firm alias and the client ID and secret Actaport issues with the API add-on
List contacts
Read
List contacts, with paging, sorting and filters.
Permissions and limits
Account permissions
An Actaport API user, with the firm alias and the client ID and secret Actaport issues with the API add-on
List cost centers
Read
List cost centers.
Permissions and limits
Account permissions
An Actaport API user, with the firm alias and the client ID and secret Actaport issues with the API add-on
List deadlines
Read
List deadlines across case files.
Permissions and limits
Account permissions
An Actaport API user, with the firm alias and the client ID and secret Actaport issues with the API add-on
List departments
Read
List the firm's departments (Dezernate).
Permissions and limits
Account permissions
An Actaport API user, with the firm alias and the client ID and secret Actaport issues with the API add-on
List folders
Read
List a case file's folders.
Permissions and limits
Account permissions
An Actaport API user, with the firm alias and the client ID and secret Actaport issues with the API add-on
List groups
Read
List user groups.
Permissions and limits
Account permissions
An Actaport API user, with the firm alias and the client ID and secret Actaport issues with the API add-on
List invoices
Read
List invoices.
Permissions and limits
Account permissions
An Actaport API user, with the firm alias and the client ID and secret Actaport issues with the API add-on
List notes
Read
List a case file's notes.
Permissions and limits
Account permissions
An Actaport API user, with the firm alias and the client ID and secret Actaport issues with the API add-on
List own expenses
Read
List a case file's own expenses.
Permissions and limits
Account permissions
An Actaport API user, with the firm alias and the client ID and secret Actaport issues with the API add-on
List parent case suggestions
Read
List the case files this one may be filed under.
Permissions and limits
Account permissions
An Actaport API user, with the firm alias and the client ID and secret Actaport issues with the API add-on
List resubmissions
Read
List resubmissions (follow-up dates) across case files.
Permissions and limits
Account permissions
An Actaport API user, with the firm alias and the client ID and secret Actaport issues with the API add-on
List RVG fee items
Read
List a case file's statutory (RVG) fee items.
Permissions and limits
Account permissions
An Actaport API user, with the firm alias and the client ID and secret Actaport issues with the API add-on
List tasks
Read
List tasks, with paging, sorting and filters.
Permissions and limits
Account permissions
An Actaport API user, with the firm alias and the client ID and secret Actaport issues with the API add-on
List templates
Read
List document templates.
Permissions and limits
Account permissions
An Actaport API user, with the firm alias and the client ID and secret Actaport issues with the API add-on
List third-party costs
Read
List a case file's third-party costs.
Permissions and limits
Account permissions
An Actaport API user, with the firm alias and the client ID and secret Actaport issues with the API add-on
List users
Read
List the firm's users.
Permissions and limits
Account permissions
An Actaport API user, with the firm alias and the client ID and secret Actaport issues with the API add-on
Search contacts
Read
Search contacts by a term.
Permissions and limits
Account permissions
An Actaport API user, with the firm alias and the client ID and secret Actaport issues with the API add-on
Search documents
Read
Search documents by a term, optionally in one case file.
Permissions and limits
Account permissions
An Actaport API user, with the firm alias and the client ID and secret Actaport issues with the API add-on
Set deadline status
Write
Mark a deadline open or done.
Permissions and limits
Account permissions
An Actaport API user, with the firm alias and the client ID and secret Actaport issues with the API add-on
A repeated request may repeat the external action. Review the previous result before retrying a write.
Set resubmission status
Write
Mark a resubmission open or done.
Permissions and limits
Account permissions
An Actaport API user, with the firm alias and the client ID and secret Actaport issues with the API add-on
A repeated request may repeat the external action. Review the previous result before retrying a write.
Set task status
Write
Mark a task open, done or to review.
Permissions and limits
Account permissions
An Actaport API user, with the firm alias and the client ID and secret Actaport issues with the API add-on
A repeated request may repeat the external action. Review the previous result before retrying a write.
Update case file
Write
Change a case file.
Permissions and limits
Account permissions
An Actaport API user, with the firm alias and the client ID and secret Actaport issues with the API add-on
A repeated request may repeat the external action. Review the previous result before retrying a write.
Update contact
Write
Change a contact.
Permissions and limits
Account permissions
An Actaport API user, with the firm alias and the client ID and secret Actaport issues with the API add-on
A repeated request may repeat the external action. Review the previous result before retrying a write.
Update cost center
Write
Change a cost center.
Permissions and limits
Account permissions
An Actaport API user, with the firm alias and the client ID and secret Actaport issues with the API add-on
A repeated request may repeat the external action. Review the previous result before retrying a write.
Update deadline
Write
Change a deadline.
Permissions and limits
Account permissions
An Actaport API user, with the firm alias and the client ID and secret Actaport issues with the API add-on
A repeated request may repeat the external action. Review the previous result before retrying a write.
Update document details
Write
Change a document's name, folder or other details.
Permissions and limits
Account permissions
An Actaport API user, with the firm alias and the client ID and secret Actaport issues with the API add-on
A repeated request may repeat the external action. Review the previous result before retrying a write.
Update note
Write
Change a note.
Permissions and limits
Account permissions
An Actaport API user, with the firm alias and the client ID and secret Actaport issues with the API add-on
A repeated request may repeat the external action. Review the previous result before retrying a write.
Update resubmission
Write
Change a resubmission.
Permissions and limits
Account permissions
An Actaport API user, with the firm alias and the client ID and secret Actaport issues with the API add-on
A repeated request may repeat the external action. Review the previous result before retrying a write.
Update task
Write
Change a task.
Permissions and limits
Account permissions
An Actaport API user, with the firm alias and the client ID and secret Actaport issues with the API add-on
A repeated request may repeat the external action. Review the previous result before retrying a write.
SETUP
Start with a controlled test.
01Connect the intended account
Use the account and permissions required for your process. Review the connection check before configuring a workflow action.
02Review inputs and access
Select a listed operation and map its required inputs. Use test records and add a human approval before writes that need review.
03Confirm the result
Inspect step outputs and confirm the result in Actaport. A saved workflow is not a completed provider action.
CRM ยท CONNECTION
