Mojo + ServeManager

Create ServeManager court cases from new Mojo contacts

Effortlessly manage your legal cases by connecting Mojo and ServeManager. With this automation workflow, every time you add a new contact in the Mojo app, it will create a court case in ServeManager, ensuring that important information is transferred seamlessly between apps. Save time and maintain accuracy by streamlining your case management process.

When this happens...
New Contact
Triggers when a new contact is created (through the create contact form in Data & Dialer section).
TriggerInstant
automatically do this!
Create Court Case
Creates a Court Case.
ActionWrite

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Supported triggers and actions

- GroupRequired
- Note
Trigger
Instant
Try It
- GroupRequired
- Note
Trigger
Instant
Try It
- Note
Trigger
Instant
Try It
New Note
Triggers when a new note is created in Mojo (through the contact screen only).
Trigger
Instant
Try It
- ListRequired
- Full NameRequired
- Address
- City
- State
- ZIP Code
- Phones
- Emails
- Notes
Action
Write

- TitleRequired
- TypeRequired
- Start DateRequired
- End Date
Action
Write
Invoice Issued
Triggers when an invoice is issued.
Trigger
Polling
Try It

New Attempt
Triggers when a new attempt is logged.
Trigger
Polling
Try It
New Job
Triggers when new job is created.
Trigger
Polling
Try It
- Number
- Plaintiff
- Defendant
- Court Date
- Filed Date
Action
Write
- Recipient Name
- Recipient Description
- Service Instructions
- Client Job Number
- Client Company
- Client Contact
- Court Case
- Due Date
- Rush?
- Label
- Address
- City
- Address 2
- State
- Zip
- County
- Primary?
- Document Title
- URL of the File
Action
Write
- EmailRequired
Action
Search
- Job Number
- Match All, Active, or Archived?
Action
Search
- Case Number
- Number
- Plaintiff
- Defendant
- Court Date
- Filed Date
Action
Search or write

- Note
Trigger
Instant
Try It
- Note
Trigger
Instant
Try It
- Notice
- Activity Types
Trigger
Instant
Try It
Note Updated
Triggers when a note is updated in Mojo.
Trigger
Instant
Try It
- 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 Affidavit
Triggers when a new affidavit document is created.
Trigger
Polling
Try It
New Company
Triggers when a new company is created.
Trigger
Polling
Try It
- Company NameRequired
- Contact First NameRequired
- Contact Last Name
- Contact Phone
- Contact Email
- Contact Primary
Action
Write
- Type of UploadRequired
- Document TitleRequired
- URL of the FileRequired
- Filename (advanced)
- JobRequired
Action
Write
- JobRequired
- LabelRequired
- CommentsRequired
Action
Write
- Case Number
Action
Search
- Contact EmailRequired
- Company NameRequired
- Contact First NameRequired
- Contact Last Name
- Contact Phone
- Contact Primary
Action
Search or write
- Job Number
- Match All, Active, or Archived?
- Recipient Name
- Recipient Description
- Service Instructions
- Client Job Number
- Client Company
- Client Contact
- Court Case
- Due Date
- Rush?
- Label
- Address
- City
- Address 2
- State
- Zip
- County
- Primary?
- Document Title
- URL of the File
Action
Search or write

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

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

About ServeManager

ServeManager provides process servers with the tools they need run their business, while giving their law firm clients a dashboard to track the status and activity associated with service of process.

Learn more

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

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

Related Zap Templates

Create court cases in ServeManager from new activities in Mojo

Related Zap Templates

Create court cases in ServeManager from new activities in Mojo

Mojo + ServeManager

Create ServeManager court cases from new Mojo contacts

New Contact in Group

Contact Number Marked as "Bad Number"

Contact Updated

New Note

Create Contact in Calling List

Create Activity

Invoice Issued

New Attempt

New Job

Create Court Case

Create Job

Find Company

Find Job

Find or Create Court Case

New Contact

Send Button Clicked

New Activity

Note Updated

Create Contact in Group

Update Contact

New Affidavit

New Company

Create Company

Upload File

Create Note

Find Court Case

Find or Create Company

Find or Create Job

About Mojo

Related categories

Similar apps

Zapier Interfaces

About ServeManager

Related categories

Similar apps

Zapier Interfaces

Related Zap Templates

Related Zap Templates