Create Canopy business contacts from new 17hats contacts
Effortlessly manage your contacts across both 17hats and Canopy apps with this seamless workflow. When a new contact is added in 17hats, it will automatically create a business contact in Canopy, keeping your contact information up-to-date and organized in both platforms. Save time and streamline your client management process with this easy-to-use automation.
Effortlessly manage your contacts across both 17hats and Canopy apps with this seamless workflow. When a new contact is added in 17hats, it will automatically create a business contact in Canopy, keeping your contact information up-to-date and organized in both platforms. Save time and streamline your client management process with this easy-to-use automation.
- When this happens...New Contact
Triggers when a new contact is created.
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New Contact
Triggers when a new contact is created.
Try ItIs Company?Required
First NameRequired
TypeRequired
Last Name
Title
Company Name
Primary E-mail Address
Other E-mail Addresses
Primary Phone Number
Other Phone Numbers
Address Line 1
Address Line 2
City
State
ZIP Code
Country
Birthday
Facebook Id
Instagram Id
Linkedin Id
Referred By
Twitter Id
Pinterest Id
Website
Tags
Notes
NameRequired
Company Name
Email
Phone Number
New Business Client
Triggers when a business client is created.
Try It
Updated Contact
Triggers when an already existing contact is updated.
Try ItContactRequired
Is Company?Required
First NameRequired
TypeRequired
Last Name
Title
Company Name
Primary E-mail Address
Other E-mail Addresses
Primary Phone Number
Other Phone Numbers
Address Line 1
Address Line 2
City
State
ZIP Code
Country
Birthday
Facebook Id
Instagram Id
Linkedin Id
Referred By
Twitter Id
Pinterest Id
Website
Tags
Notes
NameRequired
Company Name
Email
Phone Number
Is Company?Required
First NameRequired
TypeRequired
Last Name
Title
Primary E-mail Address
Other E-mail Addresses
Primary Phone Number
Other Phone Numbers
Address Line 1
Address Line 2
City
State
ZIP Code
Country
Birthday
Facebook Id
Instagram Id
Linkedin Id
Referred By
Twitter Id
Pinterest Id
Website
Tags
Notes
Business Client Info Updated
Triggers when a business client's info is updated.
Try It