Docketwise + Zoho CRM
Create or update Zoho CRM entries when new contacts are added in Docketwise
Ensure your customer database in Zoho CRM is always up to date with this convenient workflow. Whenever a new contact is added in Docketwise, this automation instantly creates or updates the corresponding contact details in Zoho CRM. This way, all your customer information remains in one place, consistently updated and managed without manual intervention. It's efficient, saves time, and enhances data accuracy across platforms.
Ensure your customer database in Zoho CRM is always up to date with this convenient workflow. Whenever a new contact is added in Docketwise, this automation instantly creates or updates the corresponding contact details in Zoho CRM. This way, all your customer information remains in one place, consistently updated and managed without manual intervention. It's efficient, saves time, and enhances data accuracy across platforms.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Create/Update Module Entry
Create or update module entries
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New Contact
Triggers when a new contact is created.
Try ItFirst 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
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
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Update Contact
Triggers when a contact is updated.
Try ItIDRequired
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
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.
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