About Create Lead Docket Opportunity Automation
Create Lead Docket Opportunity automates the process of transferring information from Filevine and publishing it in Lead Docket to manage lead opportunities. It retrieves data from Filevine, processes it, and updates the relevant fields in Lead Docket.
This process is especially useful for firms that receive leads from multiple sources. Sending data to Lead Docket enables to manage and refer these leads efficiently through Lead Docket’s Referral Network, which simplifies the referral process and improves lead management.
Click here for more information on Create Lead Docket Opportunity.
Prerequisites
- Access the Lead Docket Definition page to retrieve necessary values.
- Obtain the Lead Docket Form Payload, which is a JSON object required for integration.
- For a detailed walkthrough, please refer to the provided documentation at the bottom of this article: Lead Docket Process Config
- Ensure you use the specific values from the URL on the Lead Docket Definition page for accurate data transfer and integration with Filevine.
- Create a Taskflow Trigger Button in the section where you want the bot to upload the data.
- Naming the Button: There's no need to create or assign a task-flow to the Taskflow Trigger Button, but name it something useful, like "Create LD Opp".
To learn more about creating a Taskflow Trigger Button, please visit the Widget Types page.
Configure Create Lead Docket Opportunity
Go to the Create LD Opp section in your configuration project. Click the 'Add an Item' button to add a new item:
Once you click the 'Add an Item' button, you will see the following fields to complete:
Reference Name: Give a distinctive name to the item in this field, making it easier to identify the new item.
Show Instructions:
- Select Yes to display instructions for setting up the bot.
Choose No or Unknown to not display instructions.
Active:
- Yes: Saves the configuration and active the button to update the data.
- No/Unknown: The bot will not be active.
Button (fieldcode): Once you have created the Taskflow Trigger Button, copy its fieldcode and paste it into the ‘Button (fieldcode)’ field.
For more information on extracting selectors and field codes, please visit the How to get selectors and field codes? Page.
Instructions for Extracting Lead Docket Values:
To validate your Lead Docket Integration setup, refer to the document attached at the end of this article.
Use the example URL from the Lead Docket Definition page:
- Ld Subdomain: The part of the URL before .leaddocket.com. In this example, it is filevinecip
- Ld Form Id: The number that appears after /form/ in the URL. In this example, it is 27
- Ld Form API Key: The value following apikey= in the URL. In this example, it is 48d36f5b
Lead Docket Form Payload: Enter the field codes for the fields you want to transfer information. Ensure these field codes match the fields attached to the JSON on the Lead Docket Definition page.
Note: On the Lead Docket page, you may already have some form fields. These fields must be created as fields within your Custom Editor of your project in Filevine.
Once the integration from Lead Docket is configured and ready to use, validate the fields that need to be created in the Custom Editor of Filevine by navigating to the following path:
- Lead Docket > Manage > Integrations > Definitions (regarding the integration that you need to use) > JSON POST section.
For the example that we are using, those would be the fields:
{
"First": "your-value",
"Last": "your-value",
"Phone": "your-value",
"Email": "your-value",
"Summary": "your-value",
"Address": "your-value"
}
To validate your Lead Docket Integration setup, refer to the document attached at the end of this article.
Create the necessary fields in the Custom Editor of your project within Filevine to store the information. These fieldcodes must match the ones created in Lead Docket.
For more information on extracting selectors and field codes, please visit the How to get selectors and field codes? Page.
Documents Fieldcode: Enter the fieldcode for the documents the user wants to export from Filevine to Lead Docket.
- System Limitation: Lead Docket cannot process two documents with identical content, even if they have different names. Only one document will be exported if duplicates are uploaded.
Opp ID Fieldcode: Enter the field code for the Opportunity ID. This ID is generated by the Lead Docket API during a successful operation and will be displayed once the process is complete. The information will be pasted into this field.
Post Activity:
- Select ‘Yes’ to provide feedback after the activity and post it in the Activity section of a project.
- Choose ‘No’ or ‘Unknown’ if no feedback is needed.
Post Activity Errors:
- Select ‘Yes’ to report errors and post them in the Activity section of a project.
- Choose ‘No’ or ‘Unknown’ if errors should not be reported.
Show Instructions:
- Select ‘Yes’ to display instructions for setting up the bot.
- Choose ‘No’ or ‘Unknown’ to not display instructions.
After setting these options, click ‘Create’ to complete the setup. Note that synchronization will occur only if the Active field is set to Yes.
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