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.

When this happens...
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
automatically do this!
Create Contact
Creates a new Contact
ActionWrite

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Supported triggers and actions

- Select Phone NumbersRequired
Trigger
Instant
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- Phone NumbersRequired
Trigger
Instant
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- Select Phone NumbersRequired
Trigger
Instant
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- FromRequired
- ToRequired
- MessageRequired
- Mark conversation as done
Action
Write
Update Contact
Triggers when a contact is updated.
Trigger
Polling
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- IDRequired
- First NameRequired
- Last NameRequired
- Middle Name
- EmailRequired
- 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

- 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
New Contact
Triggers when a new contact is created.
Trigger
Polling
Try It
- First NameRequired
- Last NameRequired
- Middle Name
- EmailRequired
- 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