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Docketwise + Microsoft Dynamics 365 CRM

Create Docketwise contacts for new Microsoft Dynamics 365 CRM contacts

Effortlessly maintain up-to-date contact information in both Microsoft Dynamics 365 CRM and Docketwise with this seamless workflow. When you add a new contact in Microsoft Dynamics 365 CRM, this automation will simultaneously create a matching contact in Docketwise, ensuring your records are always accurate and synchronized without any manual effort.

Effortlessly maintain up-to-date contact information in both Microsoft Dynamics 365 CRM and Docketwise with this seamless workflow. When you add a new contact in Microsoft Dynamics 365 CRM, this automation will simultaneously create a matching contact in Docketwise, ensuring your records are always accurate and synchronized without any manual effort.

  1. When this happens...
    Microsoft Dynamics 365 CRMMicrosoft Dynamics 365 CRM
    New Contact

    Triggers when a new contact is created.

    TriggerScheduled
  2. automatically do this!
    DocketwiseDocketwise
    Create Contact

    Creates a new Contact

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Microsoft Dynamics 365 CRM triggers, actions, and search

    New Account

    Triggers when a new account is created.

    Trigger
    Scheduled
    Try It
    • Custom EntityRequired

    Trigger
    Scheduled
    Try It
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About Docketwise

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

  • Forms & Surveys

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