Integrations

Filevine

• Phase Mapping
• Filevine Teams
• Lead Docket Payments
• Collection Sections
• Role Mapping
• Vinesign in Lead Docket

See all 14 articles

Integrations

• Integrating with Calendly
• Integrations Overview
• Source Rules
• Vinesign Merge Codes
• Lead Docket Integrations
• Integrating Third-Party Sources With Lead Docket

See all 16 articles

Webhooks

• Manage Webhooks
• Webhooks Explained
• Fields Sent with Webhooks
• Setting Up a Zapier Webhook (Example)
• Zapier Filters

Docusign

• Adding a Document to DocuSign
• Sending a DocuSign Document from Lead Docket
• Connecting DocuSign with Lead Docket
• Docusign Custom Fields

API Information

• API Key and Console

Infusionsoft

• Using Infusionsoft in Lead Docket
• Connecting Infusionsoft with Lead Docket

MailChimp

• Connecting MailChimp With Lead Docket
• MailChimp Rules