Docketwise + Microsoft Excel
Add new Docketwise contacts to Microsoft Excel rows for seamless organization
Easily manage and organize your contacts from Docketwise with this seamless workflow that adds new contacts directly to a Microsoft Excel table. Whenever a new contact is created in Docketwise, the details will be added to a specified table in Excel, ensuring all your important information is up-to-date and in one place. Simplify your contact management process with this automation.
Easily manage and organize your contacts from Docketwise with this seamless workflow that adds new contacts directly to a Microsoft Excel table. Whenever a new contact is created in Docketwise, the details will be added to a specified table in Excel, ensuring all your important information is up-to-date and in one place. Simplify your contact management process with this automation.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Add Row to Table
Adds a new row to the end of a specific table.
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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
Storage Source
FolderRequired
SpreadsheetRequired
WorksheetRequired
Try ItStorage Source
Folder
SpreadsheetRequired
Try It
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
Storage Source
FolderRequired
SpreadsheetRequired
WorksheetRequired
TableRequired
Try ItStorage Source
FolderRequired
SpreadsheetRequired
WorksheetRequired
Trigger Column
Try It
