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Docketwise + OpenPhone

Create new Docketwise contacts from completed OpenPhone calls

Easily keep track of your communications with this streamlined workflow. When an incoming call is completed on your OpenPhone app, effortlessly create a new contact in Docketwise. This efficient process reduces manual data entry and ensures your contacts list is always up-to-date. Perfect for businesses who use OpenPhone and Docketwise for effective communication and client management.

Easily keep track of your communications with this streamlined workflow. When an incoming call is completed on your OpenPhone app, effortlessly create a new contact in Docketwise. This efficient process reduces manual data entry and ensures your contacts list is always up-to-date. Perfect for businesses who use OpenPhone and Docketwise for effective communication and client management.

  1. When this happens...
    OpenPhoneOpenPhone
    Incoming Call Completed

    Triggers when an incoming call is completed. If the call is not picked up by you, the answeredAt field will be null. If the user leaves a voicemail, you will get the recording and a transcription on the same object.

    TriggerInstant
  2. automatically do this!
    DocketwiseDocketwise
    Create Contact

    Creates a new Contact

    ActionWrite
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Supported triggers and actions

What does this mean?
    • Select Phone NumbersRequired

    Trigger
    Instant
    Try It
    • Phone NumbersRequired

    Trigger
    Instant
    Try It
    • Select Phone NumbersRequired

    Trigger
    Instant
    Try It
    • FromRequired

    • ToRequired

    • MessageRequired

    • Mark conversation as done

    Action
    Write
    • Select Phone NumbersRequired

    Trigger
    Instant
    Try It
    • Phone NumbersRequired

    Trigger
    Instant
    Try It
    • ID

    • First Name

    • Last Name

    • Company

    • Job Title

    • Phone Numbers

    • Email Addresses

    • Share With

    Action
    Write
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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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Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier