17hats + Docubee
17hats + Docubee
17hats + Docubee integrations
Initiate Docubee workflow instances for new 17hats contacts
Easily streamline your processes between 17hats and Docubee with this automated workflow. When you add a new contact in 17hats, a workflow instance will be started in the Docubee app immediately. This integration helps you efficiently manage contacts and tasks, saving you time while maintaining an organized workflow across platforms.
- When this happens...New ContactTriggers when a new contact is created.
- automatically do this!Start a Workflow InstanceSends data to start an OnTask Workflow Template
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More things you can do with 17hats and Docubee
Discover other triggers and actions you can use with 17hats and Docubee
- New Contact
Triggers when a new contact is created.
Try ItTriggerInstant - 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
ActionWrite- NameRequired
- Company_name
- Email
- Phone_number
ActionSearch- Select a Workflow TemplateRequired
Try ItTriggerInstant
- Updated Contact
Triggers when an already existing contact is updated.
Try ItTriggerInstant - 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
ActionWrite- 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
ActionSearch or write- Select a Workflow TemplateRequired
Try ItTriggerInstant
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