Create projects in Motion from new matters in Actionstep
Start a new project in Motion seamlessly whenever you have a new matter in Actionstep with this workflow. It helps manage your tasks efficiently by moving important information from Actionstep to Motion, saving you from having to do double data entry. This automation speeds up your project management process and ensures no crucial detail is missed out.
- When this happens...New MatterTriggers when an action/matter is created.
- automatically do this!Create ProjectCreates a new Motion Project
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More things you can do with Actionstep and Motion
Discover other triggers and actions you can use with Actionstep and Motion
- New Matter
Triggers when an action/matter is created.
Try ItTriggerInstant - New File Note
Triggers when a new file note is created.
Try ItTriggerInstant - Matter Step Changed
Triggers when a step change occurs on an action/matter.
Try ItTriggerInstant - Updated Matter
Triggers when an existing Matter is updated.
Try ItTriggerInstant
- New Matter Participant
Triggers when a participant/contact is added to an action/matter.
Try ItTriggerInstant - New Contact
Triggers when a participant/contact is created.
Try ItTriggerInstant - New Task
Triggers when a new task is created.
Try ItTriggerInstant - Participant TypeRequired
- ParticipantRequired
- MatterRequired
ActionWrite




