ClickUp + Docketwise
Create tasks in ClickUp for new contacts in Docketwise
This automation streamlines your workflow by instantly creating a task in ClickUp whenever a new contact is added in Docketwise. It ensures you stay on top of your task list, allowing you to efficiently manage your contacts and tasks without having to manually transfer information between the two platforms. Enhance your productivity and let this automation handle the repetitive work for you.
This automation streamlines your workflow by instantly creating a task in ClickUp whenever a new contact is added in Docketwise. It ensures you stay on top of your task list, allowing you to efficiently manage your contacts and tasks without having to manually transfer information between the two platforms. Enhance your productivity and let this automation handle the repetitive work for you.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Create Task
Creates a new task.
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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
WorkspaceRequired
Try ItWorkspaceRequired
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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
WorkspaceRequired
Try ItWorkspaceRequired
Try It
