Activate the Actionstep integration and sync contacts.
Overview
The "Activate Actionstep Integration" guide explains how to enable and connect the Actionstep integration within Smarter Drafter. This integration allows users to sync contacts from Actionstep, supporting efficient data use across forms and automations.
Learning Outcomes
By using this guide, you will learn how to:
- Enable the Actionstep integration in Smarter Drafter.
- Sign in and authorise the integration with your Actionstep account.
- Sync Actionstep contacts into Smarter Drafter for use in form filling and document generation.