Smartsheet integration with Docketwise
How to Create Docketwise contacts from new Smartsheet rows
Steps to automate
Use Nekton workflow automation service.Preparation
Create Nekton account. You can also use your existing Google account
to sign in.
Create automation
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Click on the "Create new workflow" button, and then add "Automated step".
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Set the step description to "Create Docketwise contacts from new Smartsheet rows" and then click on "Automate".
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Provide the necessary parameters and click on the "Test it" button to check your automation. If you had issues with it, you can click on "Automate" again to try a different one.
Create a schedule (optional)
If you want to run this automation on a schedule, click on the gear button on the workflow editor
screen
to configure it. For example, you can run this flow every hour or every day.
Automate Docketwise integrations
Docketwise actions
Nekton can use any feature that is available in Docketwise API.
Using our advanced AI, you can easily create custom automations for Docketwise.
Here are some typical actions you can do in your automated workflows.
Create Contact
Creates a new Contact
Update Contact
Updates an existing contact.
New Contact
Triggers when a new contact is created.
Update Contact
Triggers when a contact is updated.
About Docketwise
Docketwise is a practice management and forms software for immigration lawyers and law firms.