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17hats + Evoliz

Add new 17hats contacts as clients in Evoliz

Effortlessly manage your growing client base with this seamless workflow between 17hats and Evoliz. Whenever you add a new contact in 17hats, the automation will create a client in Evoliz, ensuring accurate and up-to-date records across both platforms. Save time and eliminate manual data entry, giving you more opportunities to focus on expanding your business.

Effortlessly manage your growing client base with this seamless workflow between 17hats and Evoliz. Whenever you add a new contact in 17hats, the automation will create a client in Evoliz, ensuring accurate and up-to-date records across both platforms. Save time and eliminate manual data entry, giving you more opportunities to focus on expanding your business.

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

    Triggers when a new contact is created.

    TriggerInstant
  2. automatically do this!
    EvolizEvoliz
    Create Client

    Creates a Client

    ActionWrite
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Supported triggers and actions

What does this mean?
  • 17hats triggers, actions, and search

    New Contact

    Triggers when a new contact is created.

    Trigger
    Instant
    Try It
    • 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

    Action
    Search
  • 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
    • Advance's status

    • Payment method id

    • Analytic axis id

    • Client id

    Trigger
    Scheduled
    Try It
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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evoliz logo

About Evoliz

Evoliz is an invoicing and management software designed for small businesses but also their accountants.

Related categories