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Capsule CRM + Docketwise

Create Docketwise contacts from new or updated Capsule CRM contacts

Effortlessly keep your Capsule CRM and Docketwise contacts in sync with this seamless workflow. Whenever there's a new or updated contact in Capsule CRM, this integration will create a contact in Docketwise, ensuring all your essential information remains updated across both platforms. Never miss a beat in managing your business relationships and focus on other crucial tasks that need your attention.

Effortlessly keep your Capsule CRM and Docketwise contacts in sync with this seamless workflow. Whenever there's a new or updated contact in Capsule CRM, this integration will create a contact in Docketwise, ensuring all your essential information remains updated across both platforms. Never miss a beat in managing your business relationships and focus on other crucial tasks that need your attention.

  1. When this happens...
    Capsule CRMCapsule CRM
    New or Updated Contact

    Triggers when a given action is performed on a Person or Organisation.

    TriggerInstant
  2. automatically do this!
    DocketwiseDocketwise
    Create Contact

    Creates a new Contact

    ActionWrite
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Supported triggers and actions

What does this mean?
    • ActionRequired

    Trigger
    Instant
    Try It
    • ActionRequired

    Trigger
    Instant
    Try It
    • ContactRequired

    • NameRequired

    • Board

    • Description

    • Expected Close Date

    • Track

    • Opportunity

    • Owner

    • Tags

    • Status

    Action
    Write
    • Entity TypeRequired

    Action
    Write
    • ActionRequired

    Trigger
    Instant
    Try It
    • ActionRequired

    Trigger
    Instant
    Try It
    • Entity TypeRequired

    • NoteRequired

    Action
    Write
    • ContactRequired

    • PipelineRequired

    • NameRequired

    • Description

    • Expected Close Date

    • Actual Close Date

    • Currency

    • Duration Basis

    • Owner

    • Track

    • Tags

    Action
    Write
capsulecrm logo
capsulecrm logo

About Capsule CRM

Capsule is an online CRM for managing contacts, tasks and sales opportunities. Add tasks, track communication logs, and close deals in your pipeline faster with Capsule.
Learn moreHelp

Related categories

  • CRM (Customer Relationship Management)

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docketwise logo
docketwise logo

About Docketwise

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

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