Docketwise + Zoho CRM
Create and manage Docketwise contacts from new or updated Zoho CRM contacts
Effortlessly manage your contacts across Zoho CRM and Docketwise with this seamless workflow. Whenever a contact is added or updated in Zoho CRM, their information will be used to create a new contact in Docketwise. Stay organized and ensure both platforms are consistently up-to-date without the need for manual intervention.
Effortlessly manage your contacts across Zoho CRM and Docketwise with this seamless workflow. Whenever a contact is added or updated in Zoho CRM, their information will be used to create a new contact in Docketwise. Stay organized and ensure both platforms are consistently up-to-date without the need for manual intervention.
- When this happens...New or Updated Contact
Triggers when a new contact is added or modified in Zoho. If you are on a paid plan for the Zoho CRM then it is advisable to use New/Updated Module Entry (Instant) trigger.
- automatically do this!Create Contact
Creates a new Contact
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New Contact
Triggers when a new contact is created. If you are on a paid plan for the Zoho CRM then it is advisable to use New Module Entry (Instant) trigger.
Try ItModuleRequired
Try ItNew or Updated Lead
Triggers when a new lead is added or modified in Zoho. If you are on a paid plan for the Zoho CRM then it is advisable to use New/Updated Module Entry (Instant) trigger.
Try ItNew User
Triggers when a new active user is added to your Zoho CRM account.
Try It
New Lead
Triggers when a new lead is created. If you are on a paid plan for the Zoho CRM then it is advisable to use New Module Entry (Instant) trigger.
Try ItNew or Updated Contact
Triggers when a new contact is added or modified in Zoho. If you are on a paid plan for the Zoho CRM then it is advisable to use New/Updated Module Entry (Instant) trigger.
Try ItModuleRequired
Try ItModuleRequired
Try It
