--- title: How do I set up the Actionstep integration with Exizent? description: How do I set up an Actionstep integration with Exizent? --- [Skip to content](https://knowledge.exizent.com/how-do-i-set-up-an-actionstep-integration#main-content) ![Exizent_logo_non-fixed_White_Large.png\]](https://knowledge.exizent.com/hs-fs/hubfs/Exizent_logo_non-fixed_White_Large.png?height=45&name=Exizent_logo_non-fixed_White_Large.png) Open main navigation Close main navigation Hello. How can we help you? - There are no suggestions because the search field is empty. 1. [Knowledge Base](https://knowledge.exizent.com/?hsLang=en) 2. [Integrations](https://knowledge.exizent.com/integrations?hsLang=en) 3. [Actionstep](https://knowledge.exizent.com/integrations?hsLang=en#actionstep) # How do I set up the Actionstep integration with Exizent? ## This article will guide you through quick and easy steps to set up an integration to share data between Actionstep and Exizent ### **Setup process** - In Exizent, a member of your team with Company Administrator permission levels should navigate to **Company settings** ![20251209 - Integrations - Company Settings](https://knowledge.exizent.com/hs-fs/hubfs/20251209%20-%20Integrations%20-%20Company%20Settings.png?width=321&height=309&name=20251209%20-%20Integrations%20-%20Company%20Settings.png) - Select the **Integrations **tab ![20251209 Integrations Tab](https://knowledge.exizent.com/hs-fs/hubfs/20251209%20Integrations%20Tab.png?width=460&height=154&name=20251209%20Integrations%20Tab.png) - Click the **+** **Add integration **button ![](https://knowledge.exizent.com/hs-fs/hubfs/image-png-Jan-14-2026-04-36-09-9284-PM.png?width=460&height=213&name=image-png-Jan-14-2026-04-36-09-9284-PM.png) - Select **Actionstep** in the Integration type dropdown **![](https://knowledge.exizent.com/hs-fs/hubfs/image-png-Jan-14-2026-04-37-49-2829-PM.png?width=460&height=220&name=image-png-Jan-14-2026-04-37-49-2829-PM.png)** - Click the **Sign in to Actionstep** button to connect your Actionstep account with Exizent - Confirm the matter types you want to link to Exizent. - A user with Actionstep Administrator privileges can click on the **Admin **spanner icon in the top right corner of Actionstep, then select the **Matter types** option. - Select the **Settings** button for the relevant probate matter type(s) then the **Edit** button next to **Matter type settings.** - Copy the value in the **Matter type name** field and paste into the **Matter types** field in Exizent. - If you have more than one probate matter type, use the **Add another matter type** button in Exizent to list the other values. - Confirm the participant types you want to link to Exizent for deceased, executors and beneficiaries. - A user with Actionstep Administrator privileges can click on the **Admin **spanner icon in the top right corner of Actionstep, then select the **Additional settings** option. - Click the **Edit** button beside **Participant types. ** - Identify the relevant participant types for Deceased, Executor and Beneficiary in Actionstep. - Click each participant type to identify the **Participant type name** field value. - Copy the **Participant type name** value and paste into the corresponding participant type fields in Exizent. - If you have more than participant type setup in Actionstep for deceased, executor or beneficiary, use the "Add another" option to list the other values. - Click **Save**. This will add the integration to your account and you will see all active integrations on the **Integrations** tab in the **Company settings** page. - On the **Integrations** tab of your **Company settings** you will now see a **Create case via integration** link next to your Actionstep integration. Click the link and you can follow the instructions in this [article](https://knowledge.exizent.com/how-do-i-share-an-actionstep-case-with-exizent?hsLang=en) to create your Actionstep cases in Exizent. - Try a test case to make sure you see a new case appearing in Exizent with all the data populated you expected to transfer between the 2 systems. Get in touch with our support team via support@legal.exizent.com if you need any assistance 👷 Our team are regularly making improvements and adding new features. Some things may have changed since this guide was written as functionality gets even more fabulous. If you need further assistance, please contact the Customer Success team who are always happy to help 🖥️ **Chat to us** through the knowledge base - click the chat icon in the bottom right corner of this page ☎️ **Call us** on **020 8152 2902** ✉️** Email us** on support@legal.exizent.com - [Getting Started](https://knowledge.exizent.com/getting-started?hsLang=en#main-content) - [Getting Started](https://knowledge.exizent.com/getting-started?hsLang=en#getting-started) - [Troubleshooting setup issues](https://knowledge.exizent.com/getting-started?hsLang=en#troubleshooting-setup-issues) - [Multifactor Authentication (MFA)](https://knowledge.exizent.com/getting-started?hsLang=en#multifactor-authentication-mfa) - [Invoicing](https://knowledge.exizent.com/getting-started?hsLang=en#invoicing) - [Adding people related to your case](https://knowledge.exizent.com/adding-people-related-to-your-case?hsLang=en) - [Assets & Liabilities](https://knowledge.exizent.com/assets-liabilities?hsLang=en) - [Correspondence](https://knowledge.exizent.com/correspondence?hsLang=en) - [Creating and Managing a Case](https://knowledge.exizent.com/creating-and-managing-a-case?hsLang=en#main-content) - [Creating a Case](https://knowledge.exizent.com/creating-and-managing-a-case?hsLang=en#creating-a-case) - [Managing your case](https://knowledge.exizent.com/creating-and-managing-a-case?hsLang=en#managing-your-case) - [Managing the people who can work on your case](https://knowledge.exizent.com/creating-and-managing-a-case?hsLang=en#managing-the-people-who-can-work-on-your-case) - [Estate Accounts](https://knowledge.exizent.com/estate-accounts?hsLang=en#main-content) - [Estate accounts output](https://knowledge.exizent.com/estate-accounts?hsLang=en#estate-accounts-output) - [Income](https://knowledge.exizent.com/estate-accounts?hsLang=en#income) - [Expenses](https://knowledge.exizent.com/estate-accounts?hsLang=en#expenses) - [Distributions](https://knowledge.exizent.com/estate-accounts?hsLang=en#distributions) - [Estate accounts tabs](https://knowledge.exizent.com/estate-accounts?hsLang=en#estate-accounts-tabs) - [Forms](https://knowledge.exizent.com/forms?hsLang=en#main-content) - [Inheritance Tax Forms](https://knowledge.exizent.com/forms?hsLang=en#inheritance-tax-forms) - [Court Forms](https://knowledge.exizent.com/forms?hsLang=en#court-forms) - [Managing Forms](https://knowledge.exizent.com/forms?hsLang=en#managing-forms) - [Integrations](https://knowledge.exizent.com/integrations?hsLang=en#main-content) - [Actionstep](https://knowledge.exizent.com/integrations?hsLang=en#actionstep) - [Clio](https://knowledge.exizent.com/integrations?hsLang=en#clio) - [LawWare](https://knowledge.exizent.com/integrations?hsLang=en#lawware) - [P4W](https://knowledge.exizent.com/integrations?hsLang=en#p4w) - [Smokeball](https://knowledge.exizent.com/integrations?hsLang=en#smokeball) - [Other systems](https://knowledge.exizent.com/integrations?hsLang=en#other-systems) - [User Management](https://knowledge.exizent.com/user-management?hsLang=en#main-content) - [Account Settings & Access](https://knowledge.exizent.com/user-management?hsLang=en#account-settings-access) - [Valuation tools](https://knowledge.exizent.com/valuation-tools?hsLang=en) [![Chill listening crop-3](https://knowledge.exizent.com/hs-fs/hubfs/Website%20Assets/Exizent_logo_non-fixed_Black_Large.png?width=108&height=24&name=Exizent_logo_non-fixed_Black_Large.png "Chill listening crop-3")](http://exizent.com) Exizent Knowledge Base Copyright © 2026, Exizent Ltd