Docketwise + Insightly Integrations
How to connect Docketwise + Insightly
Zapier lets you send info between Docketwise and Insightly automatically—no code required.
When this happens...
New Contact
Triggers when a new contact is created.
automatically do this!
Create Record
Creates a Record
New ContactTriggers when a new contact is created.Trigger- Update ContactTriggers when a contact is updated.Trigger
- Create ContactCreates a new ContactAction
- Update ContactUpdates an existing contact.Action
Deleted RecordTriggers when a record is deleted.Trigger- New RecordTriggers when a new record is created.Trigger
- Updated Field on RecordTriggers when a field of your choosing (i.e. email address, status) is updated on any record of a specified Insightly object (ie. Contact, Lead, Opportunity, etc.).Trigger
- Updated RecordTriggers when a record is updated.Trigger
- Insightly
Creates a Record
Scheduled
Action
- Insightly
Updates a Record
Scheduled
Action
- Insightly
Finds an existing Record
Scheduled
Action
How Docketwise + Insightly Integrations Work
- Step 1: Authenticate Docketwise + Insightly.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.
About Docketwise
Docketwise is a practice management and forms software for immigration lawyers and law firms.
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.
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