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.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Create Note
Creates a new Note.
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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
Deleted Appointment
Triggers when a Daylite appointment is deleted.
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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
Deleted Company
Triggers when a Daylite company is deleted.
Try It
