Connect Docketwise to Method CRM and automate any workflow
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Quickly connect Docketwise to Method CRM with a Zapier template.
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How Zapier works
Zapier makes it easy to integrate Docketwise with Method CRM - no code necessary. See how you can get setup in minutes.
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Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- New Contact
Triggers when a new contact is created.
Try It - First NameRequired
- Last NameRequired
- Middle Name
- EmailRequired
- Company Name
- Date of Birth
- Country Of Birth
- Country of Citizenship
- Gender
- Alien Registration Number
- USCIS Elis Account Number
- Marital Status
- Employment Status
- Passport Number
- Travel Document Number
- Passport or Travel Document Issue Date
- Passport or Travel Document Expiry Date
- Physical Address Street Number and Name
- Physical Address Apt/Ste/Flr
- Physical Address Apt/Ste/Flr Number
- Physical Address City
- Physical Address State
- Physical Address Province
- Physical Address County
- Physical Address Zip Code
- Physical Address Postal Code
- Physical Address Country
- New Activity
Triggers when a new activity is added.
Try It - New Customer or Customer Lead (QuickBooks Only)
Triggers when a new customer or customer lead is added.
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- Update Contact
Triggers when a contact is updated.
Try It - IDRequired
- First NameRequired
- Last NameRequired
- Middle Name
- EmailRequired
- Company Name
- Date of Birth
- Country Of Birth
- Country of Citizenship
- Gender
- Alien Registration Number
- USCIS Elis Account Number
- Marital Status
- Employment Status
- Passport Number
- Travel Document Number
- Passport or Travel Document Issue Date
- Passport or Travel Document Expiry Date
- New Contact
Triggers when a new contact is added.
Try It - New Customer/Vendor or Customer/Vendor Lead (Xero Only)
Triggers when a new customer/vendor or customer/vendor lead is added.
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