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Docketwise + Microsoft Excel

Docketwise + Microsoft Excel

Docketwise + Microsoft Excel integrations

Add new Docketwise contacts to Microsoft Excel rows for seamless organization

Easily manage and organize your contacts from Docketwise with this seamless workflow that adds new contacts directly to a Microsoft Excel table. Whenever a new contact is created in Docketwise, the details will be added to a specified table in Excel, ensuring all your important information is up-to-date and in one place. Simplify your contact management process with this automation.

  1. When this happens...
    New Contact
    New Contact
    New ContactTriggers when a new contact is created.
    TriggerPolling
  2. automatically do this!
    Add Row to Table
    Add Row to Table
    Add Row to TableAdds a new row to the end of a specific table.
    ActionWrite
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More things you can do with Docketwise and Microsoft Excel

Discover other triggers and actions you can use with Docketwise and Microsoft Excel

  • Docketwise triggers, actions, and search
    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
    • Plan Restrictions
    • Storage_source
    • Folder
    • Workbook
      Required
    • Worksheet
      Required
    Trigger
    Polling
    Try It
    • Plan Restrictions
    • Storage_source
    • Folder
    • Workbook
      Required
    Trigger
    Polling
    Try It
  • Docketwise triggers, actions, and search
    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
    • Plan Restrictions
    • Storage_source
    • Folder
    • Workbook
      Required
    • Worksheet
      Required
    • Table
      Required
    Trigger
    Polling
    Try It
    • Plan Restrictions
    • Storage_source
    • Folder
    • Workbook
      Required
    • Worksheet
      Required
    • Trigger Column
    Trigger
    Polling
    Try It
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About Docketwise
Docketwise is a practice management and forms software for immigration lawyers and law firms.
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About Microsoft Excel
Microsoft's Excel is a spreadsheet application used by millions of users across the world. It is part of the Office ecosystem and is considered the industry standard for spreadsheets. Only files on OneDrive for Business (available with Office 365 and Sharepoint server) are supported at this time with Zapier.
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  • Create new Docketwise contacts from new Microsoft Excel rows

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