Actionstep + Mojo

Create matters in Actionstep for new contacts in Mojo

Efficiently manage your client onboarding process by automatically creating a new matter in Actionstep whenever you add a new contact in Mojo. This workflow streamlines your legal practice by ensuring relevant information is consistently and seamlessly transferred between platforms, allowing your team to focus on providing excellent service to your clients.

Efficiently manage your client onboarding process by automatically creating a new matter in Actionstep whenever you add a new contact in Mojo. This workflow streamlines your legal practice by ensuring relevant information is consistently and seamlessly transferred between platforms, allowing your team to focus on providing excellent service to your clients.

  1. When this happens...
    MojoMojo
    New Contact

    Triggers when a new contact is created (through the create contact form in Data & Dialer section).

    TriggerInstant
  2. automatically do this!
    ActionstepActionstep
    Create Matter

    Creates a new action/matter.

    ActionWrite
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Supported triggers and actions

    • Note

    Trigger
    Instant
    Try It
    • Note

    Trigger
    Instant
    Try It
    • Notice

    • Activity Types

    Trigger
    Instant
    Try It
actionstep logo
actionstep logo

About Actionstep

Actionstep is a Legal Practice Management Solution for Law firms.

Related categories

  • CRM (Customer Relationship Management)

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mojo logo
mojo logo

About Mojo

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

Related categories

  • CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces integrationsZapier Interfaces integrations

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