Actionstep + Mojo

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 Activity
Triggers when a new activity is created.
TriggerInstant
automatically do this!
Create Matter
Creates a new action/matter.
ActionWrite

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Supported triggers and actions

What does this mean?

- GroupRequired
Trigger
Instant
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- GroupRequired
Trigger
Instant
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Contact Updated
Triggers when a contact is updated. Specifically when a basic field (like name, address, etc), misc field (Listing Status, etc), note or information field (Last Call Result, etc) is changed in Mojo.
Trigger
Instant
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New Note
Triggers when a new note is created in Mojo (through the contact screen only).
Trigger
Instant
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- ListRequired
- Full NameRequired
- Address
- City
- State
- ZIP Code
- Phones
- Emails
- Notes
Action
Write

- TitleRequired
- TypeRequired
- Start DateRequired
- End Date
Action
Write
New Matter
Triggers when an action/matter is created.
Trigger
Instant
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New File Note
Triggers when a new file note is created.
Trigger
Instant
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Matter Step Changed
Triggers when a step change occurs on an action/matter.
Trigger
Instant
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Updated Matter
Triggers when an existing Matter is updated.
Trigger
Instant
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- Assigned to Participant ID
- Action TypeRequired
- Action NameRequired
- Action StatusRequired
- File Reference
- Priority
- File Note
- Import External Reference
Action
Write
- MatterRequired
- Note TextRequired
Action
Write
- Rate Sheet
- Assigned ToRequired
- Action IDRequired
- Task NameRequired
- Task StatusRequired
- PriorityRequired
- Due DateRequired
- Actual HoursRequired
- Billable HoursRequired
- Started Date/Time
- Completed Date/Time
- Description
Action
Write
- Date
- DescriptionRequired
- Actual HoursRequired
- Billable Hours
- Rate
- Matter Id
Action
Write
- File Note IdRequired
- Note ContentRequired
Action
Write
- Matter IdRequired
- Assign to Participant Id
- Name
- Status
- Reference
- Priority
- Import External Reference
Action
Write
- Task IdRequired
- Status
- Priority
- Assigned To
- Due Date
- Actual Hours
- Billable Hours
- Completed Date/Time
Action
Write
- Custom Field NameRequired
Action
Search
- Custom Field IdRequired
- Matter IdRequired
Action
Search
- Search ByRequired
- Search ValueRequired
Action
Search
- Search propertyRequired
- Search valueRequired
Action
Search
- Search ByRequired
- Search ValueRequired
- Assigned to Participant ID
- Action TypeRequired
- Action NameRequired
- Action StatusRequired
- File Reference
- Priority
- File Note
- Import External Reference
Action
Search or write
- Search propertyRequired
- Search valueRequired
- Indentity TypeRequired
- Company/Business Name
- Salutation
- First Name (Individual Only)
- Middle Name(s) (Individual Only)
- Last Name (Individual Only)
- Suffix (Individual Only)
- Preferred Name (Individual Only)
- Physical Address - Line 1
- Physical Address - Line 2
- Physical Address - City
- Physical Address -State/Province
- Physical Address - ZIP/Post Code
- Physical Address - Country CodeRequired
- Mailing Address - Line 1
- Mailing Address - Line 2
- Mailing Address - City
- Mailing Address - State/Province
- Mailing Address - ZIP/Post Code
- Mailing Address - CountryRequired
- Phone 1 - Label
- Phone 1 - Country Code
- Phone 1 - Area Code
- Phone 1 - Number
- Phone 1 - Notes
- Fax Number
- SMS Number
- Email Address
- Website Address
- Occupation (Individual Only)
- Birthday
- Date of Death
- Marital Status
- Gender
- Division ID
- Phone 2 - Label
- Phone 2 - Country Code
- Phone 2 - Area Code
- Phone 2 - Number
- Phone 2 - Notes
- Phone 3 - Label
- Phone 3 - Country Code
- Phone 3 - Area Code
- Phone 3 - Number
- Phone 3 - Notes
- Phone 4 - Label
- Phone 4 - Country Code
- Phone 4 - Area Code
- Phone 4 - Number
- Phone 4 - Notes
- Import External Reference
Action
Search or write

New Contact
Triggers when a new contact is created (through the create contact form in Data & Dialer section).
Trigger
Instant
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Send Button Clicked
Triggers via the Send to Zapier button in Actions dropdown of the contact screen. Used for sending Mojo Neighborhood Search and Mojo Skip Traced data.
Trigger
Instant
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- Activity Types
Trigger
Instant
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Note Updated
Triggers when a note is updated in Mojo.
Trigger
Instant
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- GroupsRequired
- Full NameRequired
- Address
- City
- State
- ZIP Code
- Phones
- Emails
- Notes
Action
Write
- Contact IDRequired
- Full NameRequired
- Address
- City
- State
- ZIP Code
- Phones
- Emails
- Notes
Action
Write
New Matter Participant
Triggers when a participant/contact is added to an action/matter.
Trigger
Instant
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New Contact
Triggers when a participant/contact is created.
Trigger
Instant
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New Task
Triggers when a new task is created.
Trigger
Instant
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- Participant TypeRequired
- ParticipantRequired
- MatterRequired
Action
Write
- Company/Business NameRequired
- Physical Address - Line 1
- Physical Address - Line 2
- Physical Address - City
- Physical Address -State/Province
- Physical Address - ZIP/Post Code
- Physical Address - Country CodeRequired
- Mailing Address - Line 1
- Mailing Address - Line 2
- Mailing Address - City
- Mailing Address - State/Province
- Mailing Address - ZIP/Post Code
- Mailing Address - CountryRequired
- Phone 1 - Label
- Phone 1 - Country Code
- Phone 1 - Area Code
- Phone 1 - Number
- Phone 1 - Notes
- Fax Number
- SMS Number
- Email Address
- Website Address
- Division ID
- Phone 2 - Label
- Phone 2 - Country Code
- Phone 2 - Area Code
- Phone 2 - Number
- Phone 2 - Notes
- Phone 3 - Label
- Phone 3 - Country Code
- Phone 3 - Area Code
- Phone 3 - Number
- Phone 3 - Notes
- Phone 4 - Label
- Phone 4 - Country Code
- Phone 4 - Area Code
- Phone 4 - Number
- Phone 4 - Notes
- Import External Reference
Action
Write
- Salutation
- First Name
- Middle Name(s)
- Last NameRequired
- Suffix
- Preferred Name
- Physical Address - Line 1
- Physical Address - Line 2
- Physical Address - City
- Physical Address -State/Province
- Physical Address - ZIP/Post Code
- Physical Address - Country CodeRequired
- Mailing Address - Line 1
- Mailing Address - Line 2
- Mailing Address - City
- Mailing Address - State/Province
- Mailing Address - ZIP/Post Code
- Mailing Address - CountryRequired
- Phone 1 - Label
- Phone 1 - Country Code
- Phone 1 - Area Code
- Phone 1 - Number
- Phone 1 - Notes
- Fax Number
- SMS Number
- Email Address
- Website Address
- Occupation
- Birthday
- Date of Death
- Marital Status
- Gender
- Division ID
- Phone 2 - Label
- Phone 2 - Country Code
- Phone 2 - Area Code
- Phone 2 - Number
- Phone 2 - Notes
- Phone 3 - Label
- Phone 3 - Country Code
- Phone 3 - Area Code
- Phone 3 - Number
- Phone 3 - Notes
- Phone 4 - Label
- Phone 4 - Country Code
- Phone 4 - Area Code
- Phone 4 - Number
- Phone 4 - Notes
- Import External Reference
Action
Write
- Matter IdRequired
- DateRequired
- DescriptionRequired
- Quantity
- Unit priceRequired
- Includes TaxRequired
- Tax Code IdRequired
Action
Write
- IdRequired
- Company/Business Name
- Physical Address - Line 1
- Physical Address - Line 2
- Physical Address - City
- Physical Address - State/Province
- Physical Address - ZIP/Post Code
- Physical Address - Country Code
- Mailing Address - Line 1
- Mailing Address - Line 2
- Mailing Address - City
- Mailing Address - State/Province
- Mailing Address - ZIP/Post Code
- Mailing Address - Country Code
- Phone 1 - Label
- Phone 1 - Country Code
- Phone 1 - Area Code
- Phone 1 - Number
- Phone 1 - Notes
- Fax Number
- SMS Number
- Email Address
- Website Address
- Phone 2 - Label
- Phone 2 - Country Code
- Phone 2 - Area Code
- Phone 2 - Number
- Phone 2 - Notes
- Phone 3 - Label
- Phone 3 - Country Code
- Phone 3 - Area Code
- Phone 3 - Number
- Phone 3 - Notes
- Phone 4 - Label
- Phone 4 - Country Code
- Phone 4 - Area Code
- Phone 4 - Number
- Phone 4 - Notes
- Import External Reference
Action
Write
- Id
- Salutation
- First Name
- Middle Names(s)
- Last Name
- Suffix
- Preferred Name
- Physical Address - Line 1
- Physical Address - Line 2
- Physical Address - City
- Physical Address - State/Province
- Physical Address - ZIP/Post Code
- Physical Address - Country Code
- Mailing Address - Line 1
- Mailing Address - Line 2
- Mailing Address - City
- Mailing Address - State/Province
- Mailing Address - ZIP/Post Code
- Mailing Address - Country Code
- Phone 1 - Label
- Phone 1 - Country Code
- Phone 1 - Area Code
- Phone 1 - Number
- Phone 1 - Notes
- Fax Number
- SMS Number
- Email Address
- Website Address
- Occupation
- Birthday
- Date of Death
- Marital Status
- Gender
- Phone 2 - Label
- Phone 2 - Country Code
- Phone 2 - Area Code
- Phone 2 - Number
- Phone 2 - Notes
- Phone 3 - Label
- Phone 3 - Country Code
- Phone 3 - Area Code
- Phone 3 - Number
- Phone 3 - Notes
- Phone 4 - Label
- Phone 4 - Country Code
- Phone 4 - Area Code
- Phone 4 - Number
- Phone 4 - Notes
- Import External Reference
Action
Write
- Custom Field Value IdRequired
- Custom Field ValueRequired
Action
Write
- Api Docs Info
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- Tax CodeRequired
Action
Search
- Search ByRequired
- Search ValueRequired
Action
Search
- Search propertyRequired
- Search valueRequired
Action
Search
- Search ByRequired
- Search ValueRequired
- Indentity TypeRequired
- Company/Business Name
- Salutation
- First Name (Individual Only)
- Middle Name(s) (Individual Only)
- Last Name (Individual Only)
- Suffix (Individual Only)
- Preferred Name (Individual Only)
- Physical Address - Line 1
- Physical Address - Line 2
- Physical Address - City
- Physical Address -State/Province
- Physical Address - ZIP/Post Code
- Physical Address - Country CodeRequired
- Mailing Address - Line 1
- Mailing Address - Line 2
- Mailing Address - City
- Mailing Address - State/Province
- Mailing Address - ZIP/Post Code
- Mailing Address - CountryRequired
- Phone 1 - Label
- Phone 1 - Country Code
- Phone 1 - Area Code
- Phone 1 - Number
- Phone 1 - Notes
- Fax Number
- SMS Number
- Email Address
- Website Address
- Occupation (Individual Only)
- Birthday
- Date of Death
- Marital Status
- Gender
- Division ID
- Phone 2 - Label
- Phone 2 - Country Code
- Phone 2 - Area Code
- Phone 2 - Number
- Phone 2 - Notes
- Phone 3 - Label
- Phone 3 - Country Code
- Phone 3 - Area Code
- Phone 3 - Number
- Phone 3 - Notes
- Phone 4 - Label
- Phone 4 - Country Code
- Phone 4 - Area Code
- Phone 4 - Number
- Phone 4 - Notes
- Import External Reference
Action
Search or write
- KeywordsRequired
- Indentity TypeRequired
- Company/Business Name
- Salutation
- First Name (Individual Only)
- Middle Name(s) (Individual Only)
- Last Name (Individual Only)
- Suffix (Individual Only)
- Preferred Name (Individual Only)
- Physical Address - Line 1
- Physical Address - Line 2
- Physical Address - City
- Physical Address -State/Province
- Physical Address - ZIP/Post Code
- Physical Address - Country CodeRequired
- Mailing Address - Line 1
- Mailing Address - Line 2
- Mailing Address - City
- Mailing Address - State/Province
- Mailing Address - ZIP/Post Code
- Mailing Address - CountryRequired
- Phone 1 - Label
- Phone 1 - Country Code
- Phone 1 - Area Code
- Phone 1 - Number
- Phone 1 - Notes
- Fax Number
- SMS Number
- Email Address
- Website Address
- Occupation (Individual Only)
- Birthday
- Date of Death
- Marital Status
- Gender
- Division ID
- Phone 2 - Label
- Phone 2 - Country Code
- Phone 2 - Area Code
- Phone 2 - Number
- Phone 2 - Notes
- Phone 3 - Label
- Phone 3 - Country Code
- Phone 3 - Area Code
- Phone 3 - Number
- Phone 3 - Notes
- Phone 4 - Label
- Phone 4 - Country Code
- Phone 4 - Area Code
- Phone 4 - Number
- Phone 4 - Notes
- Import External Reference
Action
Search or write

About Actionstep

Actionstep is a Legal Practice Management Solution for Law firms.

Help

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

About Mojo

Mojo is a Real Estate prospecting solution which includes an easy to use CRM, Power Dialer and Real Estate lead service.

Help

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

PRODUCTS

CAPABILITIES

By team

Actionstep + Mojo

Create matters in Actionstep for new activities in Mojo

New Contact in Group

Contact Number Marked as "Bad Number"

GroupRequired

Contact Updated

New Note

Create Contact in Calling List

ListRequired

Full NameRequired

Address

City

State

ZIP Code

Phones

Emails

Notes

Create Activity

TitleRequired

TypeRequired

Start DateRequired

End Date

New Matter

New File Note

Matter Step Changed

Updated Matter

Create Matter

Assigned to Participant ID

Action TypeRequired

Action NameRequired

Action StatusRequired

File Reference

Priority

File Note

Import External Reference

Create File Note

MatterRequired

Note TextRequired

Create Task

Rate Sheet

Assigned ToRequired

Action IDRequired

Task NameRequired

Task StatusRequired

PriorityRequired

Due DateRequired

Actual HoursRequired

Billable HoursRequired

Started Date/Time

Completed Date/Time

Description

Create Time Entry

Date

DescriptionRequired

Actual HoursRequired

Billable Hours

Rate

Matter Id

Update File Note

File Note IdRequired

Note ContentRequired

Update Matter

Matter IdRequired

Assign to Participant Id

Name

Status

Reference

Priority

Import External Reference

Update Task

Task IdRequired

Status

Priority

Assigned To

Due Date

Actual Hours

Billable Hours