Overview

Docketwise integrates with Zapier, allowing you to connect Docketwise with up to the 3,000+ apps in Zapier's App Library.

Contents

  1. How Zapier Works

  2. What Can Be Zapped

  3. Connecting Docketwise to Zapier

  4. Creating Zaps with Docketwise


How Zapier Works

Zapier is an online automation tool that connects your apps and lets you automate processes by creating Zaps with a Trigger event and a subsequent Action event (or events).

  • A Zap is simply an automation created in Zapier, which is initiated by a Trigger event and causing subsequent Actions.

    • A Trigger is an event that happens in one app, which will activate the Zap

    • A subsequent Action is an event that will will take place within a designated and connected app after the Zap has been triggered

Another way to think of it is: When this (trigger) happens do that (action).


What Can Be Zapped

The Triggers that are currently available in Docketwise are:

  1. Creating a contact in Docketwise

  2. Updating a contact in Docketwise

Contact Endpoint Values that can be pulled from Docketwise to update Endpoint Values on another app:

  • Name

    • First Name

    • Middle Name

    • Last Name

    • Company Name

  • Contact Info

    • Email Address

  • Physical Address

    • In Care Of

    • Street Name and Number

    • Apartment/Floor/Suite Number

    • City

    • County

    • State

    • Province

    • Country

    • Date From

    • Date To

  • Creation/Updated Stamps

    • Contact Created At

    • Contact Updated At

    • Physical Address Created At

    • Physical Address Updated At

  • Unique Identifiers

    • Contact ID

    • Original ID

    • Physical Address ID

The Actions that are currently available in Docketwise are:

  1. Create a contact in Docketwise

  2. Update a contact in Docketwise

Contact Endpoint Values that can be updated with Endpoint Values from another app:

  • Name

    • First Name

    • Middle Name

    • Last Name

    • Company Name

  • Contact Info

    • Email Address

  • Biographical Info

    • Date of Birth

    • Country of Birth

    • Gender

  • Family Info

    • Marital Status

  • Employment Info

    • Employment Status

  • Immigration Info

    • Country of Citizenship

    • Alien Registration Number (A#)

    • USCIS ELIS Account Number

    • Passport Number

    • Travel Document Number

    • Passport or Travel Document Issue Date

    • Passport or Travel Document Expiry Date

  • Physical Address

    • In Care Of

    • Street Name and Number

    • Apartment/Floor/Suite Number

    • City

    • Zip Code

    • Postal Code

    • County

    • State

    • Province

    • Country

    • Date From

    • Date To


Connecting Docketwise to Zapier

In order to add Docketwise as a connected app in Zapier, you will need to follow the instructions below:

  1. Log in to your Docketwise account

  2. Navigate to the My Apps tab in Zapier

  3. Click the Add Connection button

  4. Enter Docketwise into the search bar

  5. Select Docketwise

  6. Authorize the connection


Creating Zaps with Docketwise

As mentioned above, you can create a Zap using an event in Docketwise as a trigger or have an event in another app trigger a subsequent event in Docketwise.

To start creating a Zap with Docketwise, you will want to start by following the steps below:

  1. Navigate to your Zapier Dashboard

  2. Click the Make a Zap button

  3. Creating the Trigger

    1. Choose the App that will trigger the Zap

    2. Choose the Trigger Event

    3. Click the Continue button

    4. Select the Account

    5. Click the Continue button

    6. Test the trigger by clicking the Test Trigger button

  4. Creating the Action(s)

    1. To add the action, either click the + icon or the empty Action

    2. Choose the App in which the action will take place

    3. Choose the Action Event

    4. Click the Continue button

    5. Select the Account

    6. Indicate what you Action(s) will be taken

    7. Click the Continue button

    8. Click the Test & Review or Test & Continue button

    9. Turn the Zap on by clicking the Turn on Zap button or toggling the slider bar to active

To get a basic understand of creating a Zap, we encourage you to watch Zapier's video on this below (we could imagine, hypothetically, as a new contact being created in Docketwise as the trigger, which then emails the contact a thank you letter):

Additionally, Zaps can be made to sync creations and updates of contacts in Docketwise with the Zapier Application of your choice.

In the example below, a Zap is created between Docketwise and Google Sheets, using Zapier. In this example, once a new contact is created in Docketwise it will create a new row in Google Sheets:

These are only a couple examples of what can be done among the many possibilities. To learn more about using Zapier, we encourage you to access the following resources provided by Zapier:

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