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Docketwise + Insightly Integrations

How to connect Docketwise + Insightly

Zapier lets you send info between Docketwise and Insightly automatically—no code required.

When this happens...
DocketwiseDocketwise
New Contact

Triggers when a new contact is created.

automatically do this!
InsightlyInsightly
Create Record

Creates a Record

Supported triggers and actions

What does this mean?

How Docketwise + Insightly Integrations Work

  1. Step 1: Authenticate Docketwise + Insightly.
    30 seconds
  2. Step 2: Pick one of the apps as a trigger, which will kick off your automation.
    15 seconds
  3. Step 3: Choose a resulting action from the other app.
    15 seconds
  4. Step 4: Select the data you want to send from one app to the other.
    2 minutes
  5. That’s it! More time to work on other things.
Connect apps

About Docketwise

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

Related categories

  • Forms & Surveys
insightly logo
insightly logo
insightly logo

About Insightly

Insightly is a CRM and project management app that helps small to medium businesses manage contacts, track relationships, monitor sales pipeline, organize projects and more. It keeps all your critical business info on all your devices, so your company sells more and satisfies customers better.
Learn More

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