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Zapier makes it easy to integrate Docketwise with PracticePanther Legal Software - no code necessary. See how you can get setup in minutes.

Select a trigger from Docketwise

A trigger is an event that starts your Zap and runs the workflow. For example, with Docketwise, a trigger could be "New Contact."

A trigger is the event that kicks off your automated workflow.

Setup an action from PracticePanther Legal Software

An action is what takes place after the automation is triggered. For example, with PracticePanther Legal Software, the action could be "Create Contact."

An action is the event that your automated workflow performs when triggered.

That’s it! You just connected Docketwise to PracticePanther Legal Software

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Triggers and actions are the main components of every automated workflow.

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25m

Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Make work flow with AI

Level up your Docketwise to PracticePanther Legal Software integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

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Connect Docketwise and PracticePanther Legal Software to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Integration categories

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

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Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

An illustration representing how to measure campaign impact with Zapier.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

An illustration representing how to automate customer support with Zapier.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

An illustration representing how to move and manage data with Zapier.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

An illustration of a flow chart representing how to resolve tickets and incidents with Zapier.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

triggers, actions, or triggers and actions

New Contact
Triggers when a new contact is created.
Trigger
Polling
Try It
- First Name
  Required
- Last Name
  Required
- Middle Name
- Email
  Required
- 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
Action
Write
- Assigned To
- Tag
Trigger
Polling
Try It
- Contact
- Matter
- Tag
- Assigned To
Trigger
Polling
Try It
- Contact
- Matter
- Tag
- Assigned To
Trigger
Polling
Try It
New Expense Category
Triggers when a new expense category is created.
Trigger
Polling
Try It
New Item
Triggers when a new item is created.
Trigger
Polling
Try It
- Contact
- Matter
- Status
- Tag
- Assigned To
Trigger
Polling
Try It
- Matter
- Contact
Trigger
Polling
Try It
- Contact
- Matter
- Billed By
Trigger
Polling
Try It
- ID
  Required
- Company Name
- Tags
- First Name
- Middle Name
- Last Name
- Email
- Mobile #
- Home #
- Office #
- Fax #
- Address Street 1
- Address Street 2
- Address City
- Address State/Province
- Address Zip/Postal Code
- Address Country
Action
Write
- Subject
  Required
- Date/Time
  Required
- Duration
  Required
- Direction
  Required
- ID
  Required
- Contact
- Matter
- Notes
- Tags
Action
Write
- Subject
  Required
- Start Date/Time
  Required
- End Date/Time
  Required
- All Day Event?
  Required
- ID
  Required
- Matter
- Contact
- Notes
- Location
- Tags
Action
Write
- Name
  Required
Action
Write
- Contact
- Name
  Required
- Status
- ID
  Required
- Matter Number
- Notes
- Statute of Limitations Date
- Open Date
- Close Date
- Tags
Action
Write
- ID
  Required
- Subject
  Required
- Contact
- Matter
- Status
- Notes
- Due Date
- Tags
Action
Write
- Search Text
  Required
Action
Search
- Email Address
  Required
Action
Search
- Contact
- Search Text
  Required
- Contact
- Name
  Required
- Status
- ID
  Required
- Matter Number
- Notes
- Statute of Limitations Date
- Open Date
- Close Date
- Tags
Action
Search or write

Update Contact
Triggers when a contact is updated.
Trigger
Polling
Try It
- ID
  Required
- First Name
  Required
- Last Name
  Required
- Middle Name
- Email
  Required
- 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
Action
Write
New Bank Account
Get Bank Accounts.
Trigger
Polling
Try It
- Contact
- Matter
- Tag
- Assigned To
Trigger
Polling
Try It
- Matter
- Billed By
- Expense Category
- Contact
Trigger
Polling
Try It
- Matter
- Contact
Trigger
Polling
Try It
- Assigned To
- Tag
- Matter Tag
- Status
- Contact
Trigger
Polling
Try It
- Matter
- Account Type
- Contact
Trigger
Polling
Try It
- Contact
- Matter
- Status
- Tag
- Assigned To
Trigger
Polling
Try It
New User
Triggers when a new user is created.
Trigger
Polling
Try It
- Type
  Required
- Name
  Required
Action
Write
- From - Email Address
  Required
- To - Email Address
  Required
- To - Display Name
- Subject
  Required
- Date/Time
  Required
- Contact
- Matter
- Body
  Required
- From - Display Name
Action
Write
- Contact
- Quantity
- Matter
- Date/Time
  Required
- Price
- Billable?
  Required
- Description
- Billed By
- Category
Action
Write
- Name
  Required
- Rate
  Required
- Code
- Description
Action
Write
- Date/Time
  Required
- Subject
  Required
- ID
  Required
- Contact
- Matter
- Note
- Tags
Action
Write
- Contact
- Matter
- Billed By
- Billable?
  Required
- Date/Time
  Required
- Rate
  Required
- Description
- Hours
- Item
- Notes
Action
Write
- Contact
- Search Text
  Required
Action
Search
- Search Text
  Required
- ID
  Required
- Company Name
- Tags
- First Name
- Middle Name
- Last Name
- Email
- Mobile #
- Home #
- Office #
- Fax #
- Address Street 1
- Address Street 2
- Address City
- Address State/Province
- Address Zip/Postal Code
- Address Country
Action
Search or write

About Docketwise

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

Related categories

Forms & Surveys

Similar apps

Zapier Interfaces

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

About PracticePanther Legal Software

PracticePanther is a practice management software used by numerous legal practitioners worldwide to automate their firms.

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

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

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