Docketwise + Pipefile

Docketwise + Pipefile integrations

Create contacts in Pipefile for new Docketwise contacts

Effortlessly manage your contacts between Docketwise and Pipedrive with this streamlined workflow. Whenever a new contact is added in Docketwise, this automation will create a corresponding contact in Pipedrive, ensuring your databases are seamlessly up-to-date. Spend less time manually transferring information and more time focused on your most important tasks.

When this happens...
New ContactTriggers when a new contact is created.
TriggerPolling
automatically do this!
Create ContactAdd to contacts
ActionWrite

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More things you can do with Docketwise and Pipefile

Discover other triggers and actions you can use with Docketwise and Pipefile

New Contact
Triggers when a new contact is created.
Trigger
Polling
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- 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
File Request Completed
Triggers when a file request is marked complete.
Trigger
Instant
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File Request Expired
Triggers when a file request expires.
Trigger
Instant
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File Request - File Uploaded
Triggers when a client uploads a file to a request.
Trigger
Instant
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File Request Reminder Sent
Triggers when a file request reminder is sent.
Trigger
Instant
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- Name
  Required
- Email
  Required
- Phone Number
Action
Write

- Search
Action
Search

Update Contact
Triggers when a contact is updated.
Trigger
Polling
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- 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
File Request Created
Triggers when a file request is created.
Trigger
Instant
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File Request Exported
Triggers when a file request is exported.
Trigger
Instant
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File Request Opened
Triggers when a file request link has been opened by one of the recipients
Trigger
Instant
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File Request Responded
Triggers when a file request changes to the responded status, either when a client completes the checklist or uploads a document to an open-ended request.
Trigger
Instant
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- Recipient Name
  Required
- Recipient Email
  Required
- Recipient Phone Number
- Tags
Action
Write

About Docketwise

Docketwise is a practice management and forms software for immigration lawyers and law firms.

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Related categories

Forms & Surveys

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About Pipefile

Pipefile streamlines the collection of personal, financial, and otherwise sensitive documents to keep your business moving

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Related categories

Content & Files