Integrate Docketwise with Pipefile to automate your work

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1. Choose a Trigger

An event that starts an automation

2. Choose an Action

The event an automation performs after it's triggered

Endless possibilities

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How Zapier works

Zapier makes it easy to integrate Docketwise with Pipefile - no code necessary. See how you can get setup in minutes.

Select a trigger from Docketwise

A trigger is an event that starts your Zap and runs the workflow. For example, with Docketwise, a trigger could be "New Contact."

A trigger is the event that kicks off your automated workflow.

Setup an action from Pipefile

An action is what takes place after the automation is triggered. For example, with Pipefile, the action could be "Create Contact."

An action is the event that your automated workflow performs when triggered.

That’s it! You just connected Docketwise to Pipefile

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Triggers and actions are the main components of every automated workflow.

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Customers who say using Zapier has made them better at their job

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Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Set up your first integration

Quickly connect Docketwise to Pipefile with a Zapier template.

Our most popular template

Create contacts in Pipefile for new Docketwise contacts
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Docketwise + Pipefile

Create contacts in Pipefile for new Docketwise contacts

Details

Try it

Docketwise + Pipefile

Make work flow with AI

Level up your Docketwise to Pipefile integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

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Connect Docketwise and Pipefile to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

An illustration representing how to automate lead management with Zapier.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

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Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

An illustration representing how to automate customer support with Zapier.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

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Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

An illustration of a flow chart representing how to resolve tickets and incidents with Zapier.

Connect Docketwise and Pipefile to unlock the power of automation

With Zapier's 7,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.

Choose a Trigger

Start here

Choose an Action

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.
Trigger
Scheduled
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- First Name
  Required
- Last Name
  Required
- Middle Name
- Email
  Required
- 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
Action
Write
File Request Completed
Triggers when a file request is marked complete.
Trigger
Instant
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File Request Expired
Triggers when a file request expires.
Trigger
Instant
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File Request Opened
Triggers when a file request link has been opened by one of the recipients
Trigger
Instant
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File Request Responded
Triggers when a file request changes to the responded status, either when a client completes the checklist or uploads a document to an open-ended request.
Trigger
Instant
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- Name
  Required
- Email
  Required
- Phone Number
- Tags
Action
Write

Update Contact
Triggers when a contact is updated.
Trigger
Scheduled
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- ID
  Required
- First Name
  Required
- Last Name
  Required
- Middle Name
- Email
  Required
- 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
Action
Write
File Request Created
Triggers when a file request is created.
Trigger
Instant
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File Request Exported
Triggers when a file request is exported.
Trigger
Instant
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File Request Reminder Sent
Triggers when a file request reminder is sent.
Trigger
Instant
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- Name
  Required
- Email
  Required
- Phone Number
Action
Write
- Search
Action
Search

Learn how to automate Docketwise on the Zapier blog

Learn how to automate Pipefile on the Zapier blog

About Docketwise

Docketwise is a practice management and forms software for immigration lawyers and law firms.

Related categories

Forms & Surveys

Similar apps

Zapier Interfaces

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

About Pipefile

Pipefile streamlines the collection of personal, financial, and otherwise sensitive documents to keep your business moving

Related categories

Content & Files

Integrate @media (min-width: 1024px){.css-1vk2mvk{display:inline-block;}}Docketwise with Pipefile to automate your work

How Zapier works

Select a trigger from Docketwise

Setup an action from Pipefile

That’s it! You just connected Docketwise to Pipefile

Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023

Set up your first integration

Create contacts in Pipefile for new Docketwise contacts

Create contacts in Pipefile for new Docketwise contacts

Make work flow with AI

Connect Docketwise and Pipefile to integrate crucial parts of your business

Automate your lead management and improve conversions

Create more impactful campaigns with automation

Provide world-class support with a little help from automation

Automate your way to actionable, up-to-date data

Resolve incidents faster with automation

Connect Docketwise and Pipefile to unlock the power of automation

Supported triggers and actions

Learn how to automate Docketwise on the Zapier blog

Learn how to automate Pipefile on the Zapier blog

Connect Docketwise to Pipefile on the world's largest no-code automation platform

Integrate Docketwise with Pipefile to automate your work