Appointlet + Docketwise
Schedule meetings in Appointlet and create new contacts in Docketwise
Ensure efficient management of your client information with this workflow. When you schedule a meeting in Appointlet, it creates a new contact in Docketwise, saving you the time of manual entry and ensuring all client details are accurately recorded. This automation keeps your client database updated in real time, enhancing your productivity and streamlining your operations.
Ensure efficient management of your client information with this workflow. When you schedule a meeting in Appointlet, it creates a new contact in Docketwise, saving you the time of manual entry and ensuring all client details are accurately recorded. This automation keeps your client database updated in real time, enhancing your productivity and streamlining your operations.
- When this happens...Meeting Scheduled
Triggers when a meeting is scheduled.
- automatically do this!Create Contact
Creates a new Contact
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