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Additional Information Category2 capabilities+
- Get additional information category
- Get additional information categories
Case File4 capabilities+
- Get case files
Retrieve case files
- Get case file
Retrieve case file
- Create case file
Create new case file
- Update case file
Update case
Client Fee2 capabilities+
- Get client fee
Get fee of a client
- Update client fee
Update fee of a client
Collision1 capabilities+
- Get collision check
Check for collisions
Contact5 capabilities+
- Create a contact
Creates a new contact with the given data
- Get a contact
Retrieves the metadata of a contact
- Get many contacts
Retrieves multiple contacts
- Search contacts
Search contacts with a search term. The search will be performed on certain fields of the contact.
- Update a contact
Updates the data of a contact
Deadline5 capabilities+
- Create deadline
Create a new deadline
- Get deadline
Retrieve a single deadline
- Get deadlines
Retrieve many deadlines
- Update deadline
Update an existing deadline
- Update deadline status
Change the status of a deadline
Department2 capabilities+
- Get department
Retrieves a department by ID
- Get departments
Retrieves many departments
Document7 capabilities+
- Create document
Create a new document with template if supported. If no template is specified, a blank document will be created.
- Download document
Download a single document
- Get document
Get a single document
- Get documents
Retrieve many documents
- Search documents
Search documents with a search term. The search will be performed on the document attributes and content.
- Update document
Update a single document
- Upload document
Upload a document to a case
Document Template2 capabilities+
- Get document template
Get a single document template
- Get document templates
Retrieve many document templates
Expenditure2 capabilities+
- Get an expenditure
- Get many expenditures
Expense5 capabilities+
- Create expense
- Delete expense
- Get expense
- Get expenses
- Update expense
Folder3 capabilities+
- Create folder
Create a new folder in a case file
- Get folder
Get a single folder
- Get folders
Retrieve folder structure of a case file
Invoice2 capabilities+
- Get invoices
Retrieve many invoices
- Get invoice
Retrieve a single invoice
Note4 capabilities+
- Create note
Create a new note
- Get note
Retrieve a single note
- Get notes
Retrieve many notes
- Update note
Update an existing note
Resubmission5 capabilities+
- Create resubmission
Create a new resubmission
- Get resubmission
Retrieve a single resubmission
- Get resubmissions
Retrieve many resubmissions
- Update resubmission
Update an existing resubmission
- Update resubmission status
Change the status of a resubmission
RVG Fee5 capabilities+
- Create rvg fee
- Delete rvg fee
- Get rvg fee
- Get rvg fees
- Update rvg fee
Task5 capabilities+
- Create task
Create a new task
- Get task
Retrieve a single task
- Get tasks
Retrieve many tasks
- Update task
Update an existing task
- Update task status
Change the status of a task
Third Party Cost5 capabilities+
- Create third party cost
- Delete third party cost
- Get third party cost
- Get third party costs
- Update third party cost
User3 capabilities+
- Get a user
Get the data of a single user
- Get me
Get the data of the current authenticated user
- Get many users
Get the data of multiple users
Frequently asked
questions.
What could an Ambacti integration do with Actaport?
The documented operations include Additional Information Category: Get additional information category; Additional Information Category: Get additional information categories; Case File: Get case files; Case File: Get case file.
Could I keep a workflow read-only?
For a read-only workflow, limit account permissions to reading data and exclude actions that create, update, or delete records.
Will every action run automatically?
Choose which steps could run on their own and which should pause for review. Changes should follow the permissions and approval rules you set.
Do I need to review actions in Actaport?
Decide which work could run on its own and which steps need your review.