The incoming Zapier integration allows information to be sent into DocketManager with each of the following actions.


Customers
Create CustomersCreates  a customer in DocketManager with access to the following fields:
  • Name
  • External Id
  • Phone
  • Cell
  • Email
  • Billing Address Name
  • Billing Address
  • Billing City
  • Billing Region
  • Billing Country
  • Billing Zip/Postal
  • Shipping Address Name
  • Shipping Address
  • Shipping City
  • Shipping Region
  • Shipping Country
  • Shipping Zip/Postal
  • Tags
  • Default Order Statuses
  • Default Item Statuses
Update CustomersUpdates a customer in DocketManager with access to the following fields:

Customer Id (required)

  • Name
  • External Id
  • Phone
  • Cell
  • Email
  • Billing Address Name
  • Billing Address
  • Billing City
  • Billing Region
  • Billing Country
  • Billing Zip/Postal
  • Shipping Address Name
  • Shipping Address
  • Shipping City
  • Shipping Region
  • Shipping Country
  • Shipping Zip/Postal
  • Tags
  • Default Order Statuses
  • Default Item Statuses
Create Customer NotesCreates a customer note in DocketManager with access to the following fields:
  • Customer Id (required)
  • Text
  • Type (required)
  • Label (required)
Create Customer TasksCreates a customer task in DocketManager with access to the following fields:
  • Task Text (required)
  • Due Date
  • Assigned To (required)
  • Created By (required)
  • Customer Id (required)
Contacts
Create ContactCreates a contact in DocketManager with access to the following fields:
  • Customer Id (required)
  • Name (required)
  • Title
  • Phone
  • Cell
  • Email
  • Tags
Update ContactUpdates a contact in DocketManager with access to the following fields:
  • Contact Id (required)
  • Name
  • Title
  • Phone
  • Cell
  • Email
  • Tags
Create Contact NoteCreates a contact note in DocketManager with access to the following fields:
  • Contact Id (required)
  • Text
  • Type (required)
  • Label (required)
Create Contact TaskCreates a contact task in DocketManager with access to the following fields:
  • Task Text (required)
  • Due Date
  • Assigned To (required)
  • Created By (required)
  • Customer Id (required)
Quotes
Create Quote NoteCreates a quote note in DocketManager with access to the following fields:
  • Quote Id (required)
  • Text
  • Type (required)
  • Label (required)
Create Quote TaskCreates a quote task in DocketManager with access to the following fields:
  • Task Text (required)
  • Due Date
  • Assigned To (required)
  • Created By (required)
  • Quote Id (required)
Quote Items
Create Quote Item NoteCreates a quote item note in DocketManager with access to the following fields:
  • Quote Item Id (required)
  • Text
  • Type (required)
  • Label (required)
Create Quote Item TaskCreates a quote item task in DocketManager with access to the following fields:
  • Task Text (required)
  • Due Date
  • Assigned To (required)
  • Created By (required)
  • Quote Item Id (required)
Orders
Create Order NoteCreates an order note in DocketManager with access to the following fields:
  • Order Id (required)
  • Text
  • Type (required)
  • Label (required)
Create Order TaskCreates an order task in DocketManager with access to the following fields:
  • Task Text (required)
  • Due Date
  • Assigned To (required)
  • Created By (required)
  • Order Id (required)
Payments
Create PaymentCreates a payment in DocketManager with access to the following fields:
  • Order Id (required)
  • Created By Employee Id (required)
  • Deposit Type (required)
  • Payment Type (required)
  • Reference Number
  • Payment Date (required)
  • Payment Amount (required)
Shipments
Create ShipmentCreates a shipment in DocketManager with access to the following fields:
  • Order Id (required)
  • Tracking Number
  • Destination Address Name
  • Destination Address
  • Destination City
  • Destination Region
  • Destination Country
  • Destination Zip/Postal
  • Cost
  • Price
Order Items
Queue MoveChanges the order item's queue  in DocketManager with access to the following fields:
  • Queue Name (required)
  • Order Item Id (required)
Create Order Item NoteCreates an order item note in DocketManager with access to the following fields:
  • Order Item Id (required)
  • Text
  • Type (required)
  • Label (required)
Create Order Item TaskCreates an order item task in DocketManager with access to the following fields:
  • Task Text (required)
  • Due Date
  • Assigned To (required)
  • Created By (required)
  • Order Item Id (required)
General
Create TaskCreates an unassociated task in DocketManager with access to the following fields:
  • Task Text (required)
  • Due Date
  • Assigned To (required)
  • Created By (required)
Search
Find CustomerLocates a customer using one of the following fields:
  • Name
  • Number
  • External Id
Find ContactLocates a contact using one of the following fields:
  • Name
  • Email
Find EmployeeLocates an employee using one of the following fields:
  • Name
  • Email
Find QuoteLocates a quote using one of the following fields:
  • Number
Find Quote ItemLocates a quote item using one of the following fields:
  • Number
Find OrderLocates an order using one of the following fields:
  • Number
Find Order ItemLocations an order item using one of the following fields:
  • Number