Zapier: CRM & Marketing
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January 6, 2023
Newsletter Q4 2022
January 18, 2023
Increased Automation
CRM & Marketing
Use Zapier triggers and actions to automate tasks within DocketManager.
Here are just a few examples of ways you could increase your automation
Here are just a few examples of ways you could increase your automation
1
Create or Update Customers in your CRM
When creating new customers or updating existing ones in DocketManager, keep your CRM up to date, with the following triggers.
Trigger:
Customer Created
Customer Created
Trigger:
Customer Updated
Customer Updated
Action:
Choose the action for your CRM
Choose the action for your CRM
Action:
Choose the action for your CRM
Choose the action for your CRM
2
Create or Update Customers in DocketManager
When creating new customers or updating existing ones in your CRM, keep DocketManager up to date, with the following actions.
Trigger:
Choose the trigger for your CRM
Choose the trigger for your CRM
Trigger:
Choose the trigger for your CRM
Choose the trigger for your CRM
Action:
Create Customer
Create Customer
Action:
Update Customer
Update Customer
3
Create or Update Contacts in your Marketing List
When creating new contacts or updating existing ones in DocketManager, keep your Marketing Lists up to date, with the following triggers.
Trigger:
Contact Created
Contact Created
Trigger:
Contact Updated
Contact Updated
Action:
Choose the action for your marketing list
Choose the action for your marketing list
Action:
Choose the action for your marketing list
Choose the action for your marketing list
