17hats + Daylite

Create notes in Daylite for new 17hats contacts

Effortlessly stay organized and keep track of important client details with this 17hats and Daylite automation. When a new contact is added in 17hats, a note will be created in Daylite to help you record valuable information for future reference. Save time and ensure consistency across your contact management process with this efficient workflow.

Effortlessly stay organized and keep track of important client details with this 17hats and Daylite automation. When a new contact is added in 17hats, a note will be created in Daylite to help you record valuable information for future reference. Save time and ensure consistency across your contact management process with this efficient workflow.

  1. When this happens...
    17hats17hats
    New Contact

    Triggers when a new contact is created.

    TriggerInstant
  2. automatically do this!
    DayliteDaylite
    Create Note

    Creates a new Note.

    ActionWrite
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Supported triggers and actions

  • 17hats triggers, actions, and search

    Updated Contact

    Triggers when an already existing contact is updated.

    Trigger
    Instant
    Try It
    • ContactRequired

    • 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

    Action
    Write
    • 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

    Action
    Search or write
  • Daylite triggers, actions, and search

    Deleted Company

    Triggers when a Daylite company is deleted.

    Trigger
    Instant
    Try It
17hats logo
17hats logo

About 17hats

17hats is a premiere business platform that provides you with a suite of business solutions to help organize, systemize, and grow your business.

Related categories

  • CRM (Customer Relationship Management)

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daylite logo
daylite logo

About Daylite

Daylite is a CRM for macOS & iOS that helps you and your team manage more clients, close more deals, and finish more projects. It works with many of the built-in Apple features you know and love like Apple Mail, Contacts, Calendar, Siri, and more!
Learn more

Related categories

  • CRM (Customer Relationship Management)

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