17hats + Docspo

17hats + Docspo integrations

Create new Docspo clients from newly added 17hats contacts

Effortlessly streamline your client management process with this 17hats and Docspo workflow. When you add a new contact in 17hats, this automation will instantly create a client in Docspo, saving you time and ensuring consistency across your platforms. Stay organized and focused on growing your business while this efficient solution handles client data synchronization for you.

When this happens...
New ContactTriggers when a new contact is created.
TriggerInstant
automatically do this!
Create ClientCreates a new client
ActionWrite

Start free with email

Start free with Google

Free forever for core features
14 day trial for premium features & apps

More things you can do with 17hats and Docspo

Discover other triggers and actions you can use with 17hats and Docspo

New Contact
Triggers when a new contact is created.
Trigger
Instant
Try It
- Is Company?
  Required
- First_name
  Required
- Type
  Required
- 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
- Name
  Required
- Company_name
- Email
- Phone_number
Action
Search
Document Accepted
Triggers when a document changes status to accepted.
Trigger
Instant
Try It
Document Denied
Triggers when a document changes status to denied.
Trigger
Instant
Try It

Document Sent
Triggers when a document changes status to sent.
Trigger
Instant
Try It
New Document
Triggers when a new document is created.
Trigger
Instant
Try It

- Document name
  Required
- Template ID
  Required
- Client ID
  Required
Action
Write

Updated Contact
Triggers when an already existing contact is updated.
Trigger
Instant
Try It
- Contact
  Required
- Is Company?
  Required
- First_name
  Required
- Type
  Required
- 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
- Name
  Required
- Company_name
- Email
- Phone_number
- Is Company?
  Required
- First_name
  Required
- Type
  Required
- 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
Document Accepted PDF
Triggers when a PDF is available after a document was accepted
Trigger
Instant
Try It
Document Expired
Triggers when a document changes status to denied.
Trigger
Instant
Try It
Document Viewed
Triggers when a client views the document for the first time.
Trigger
Instant
Try It
- Client type
- Client name
  Required
- Client socialSecurityNumber / organisationNumber
- Client reference
- Client email
- Client cellphone
- Client cellphone region
- Client street
- Client zip
- Client city
- Client reverse VAT
- Client note
Action
Write
- Document ID
  Required
Action
Write

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.

HelpHelp

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Forms

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

About Docspo

Send beautiful documents for eSignature.

HelpHelp

Related categories

Signatures