Actionstep + Mojo integrations
Create matters in Actionstep for new activities in Mojo
Streamline your case management by connecting Mojo and Actionstep with this efficient workflow. When new activity occurs in the Mojo app, it instantly creates a matter in the Actionstep app, keeping your team on track and helping you stay organized. Save time and improve productivity by automating these tasks with this seamless integration.
- When this happens...New ActivityTriggers when a new activity is created.
- automatically do this!Create MatterCreates a new action/matter.
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More things you can do with Mojo and Actionstep
Discover other triggers and actions you can use with Mojo and Actionstep
- GroupRequired
- Note
Try ItTriggerInstant- GroupRequired
- Note
Try ItTriggerInstant- New Note
Triggers when a new note is created in Mojo (through the contact screen only).
Try ItTriggerInstant
- Notice
- Activity Types
Try ItTriggerInstant- Note Updated
Triggers when a note is updated in Mojo.
Try ItTriggerInstant
Related categories
Mojo is a Real Estate prospecting solution which includes an easy to use CRM, Power Dialer and Real Estate lead service.
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