Docketwise connector for Okou
Connect Docketwise to read and manage immigration contacts, matters, notes, invoices, invoice charges, documents, and firm reference data.
Sales & operations · OAuth Access Token (Manual)
Use Docketwise in Okou
Use Docketwise (DocketWise) for immigration firm contacts, matters, stored receipts, notes, invoices, invoice line-item charges, document metadata and uploads, and firm reference data.
Once connected, supported Docketwise actions can become steps in a reusable workflow alongside the other services your team uses. Run the workflow once, on a schedule, or when an event starts it.
What you can do with Docketwise
- Read firm contacts and associated notes.
- Read invoice line-item charges.
- Generate a one-hour public document download URL.
- Read country reference data.
- Create and update contacts, addresses, and phone numbers.
- Create and update invoice line-item charges.
- Read and search document metadata without creating public links.
- Read configured matter statuses.
How the Docketwise connector works
A connected service becomes one permissioned step in the work you hand off.
- 1
Connect Docketwise
Choose OAuth Access Token (Manual).
- 2
Choose the work
Use only the supported actions your workflow needs.
- 3
Run it your way
Start it once, schedule it, or attach an event trigger.
Connect Docketwise securely
Use the connection method that fits your account and grant only the access the workflow needs.
- OAuth Access Token (Manual)
Connector access is controlled per service and per action, so a workflow does not need broader access than the work you ask it to do.
What Docketwise covers
The topics this connector's published operations touch.
- immigration
- legal case management
- contacts
- matters
- docketwise
Docketwise connector questions
- What can Okou do with Docketwise?
- Connect Docketwise to read and manage immigration contacts, matters, notes, invoices, invoice charges, documents, and firm reference data. Documented actions include: Read firm contacts and associated notes. Read invoice line-item charges.
- How do I connect Docketwise to Okou?
- Connect Docketwise using OAuth Access Token (Manual). The connection controls which supported actions a workflow can use.
- Can Docketwise run in an automated workflow?
- Yes. After it is connected, supported Docketwise actions can run in reusable Okou workflows on demand, on a schedule, or from an event trigger.
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