Create or update contacts in Bigin by Zoho CRM whenever new contacts appear in Docketwise
Stay organized and efficient with this convenient workflow. Whenever you add a new contact in Docketwise, it will instantly create or update the corresponding contact in Bigin by Zoho CRM. This ensures your customer data is always up-to-date across both platforms, saving you time on manual data entry and minimizing the risk of errors.
Stay organized and efficient with this convenient workflow. Whenever you add a new contact in Docketwise, it will instantly create or update the corresponding contact in Bigin by Zoho CRM. This ensures your customer data is always up-to-date across both platforms, saving you time on manual data entry and minimizing the risk of errors.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Create or Update Contact
Creates a new contact or updates the details of the contact, if contact with the provided email address exists.
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New Contact
Triggers when a new contact is created.
Try ItFirst 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
OrganizationRequired
Try ItOrganizationRequired
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Update Contact
Triggers when a contact is updated.
Try ItIDRequired
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
OrganizationRequired
Try ItOrganizationRequired
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