Bigin by Zoho CRM + Docketwise

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.

  1. When this happens...
    DocketwiseDocketwise
    New Contact

    Triggers when a new contact is created.

    TriggerPolling
  2. automatically do this!
    Bigin by Zoho CRMBigin by Zoho CRM
    Create or Update Contact

    Creates a new contact or updates the details of the contact, if contact with the provided email address exists.

    ActionWrite
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Supported triggers and actions

    • 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

    Action
    Write
    • OrganizationRequired

    Trigger
    Instant
    Try It
    • OrganizationRequired

    Trigger
    Instant
    Try It
bigin logo
bigin logo

About Bigin by Zoho CRM

Bigin is a sales pipeline management software that lets you manage deals, track activities and keep all the interactions with your contacts at one place.
Learn more

Related categories

  • CRM (Customer Relationship Management)
  • Zoho

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docketwise logo
docketwise logo

About Docketwise

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

Related categories

  • Forms & Surveys

Similar apps

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Zapier Interfaces

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