17hats + Eworks Manager

Create Eworks Manager quotes for new 17hats contacts

Effortlessly connect 17hats and Eworks Manager with this streamlined workflow, designed to save you time and reduce manual work. When a new contact is added in 17hats, a quote will be created in Eworks Manager, ensuring your sales process remains seamless and organized. Stay on top of your customer relationships and improve efficiency with this powerful integration.

When this happens...
New Contact
Triggers when a new contact is created.
TriggerInstant
automatically do this!
Create Quote
Creates a Quote.
ActionWrite

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Supported triggers and actions

What does this mean?

New Contact
Triggers when a new contact is created.
Trigger
Instant
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- 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
Appointment Accepted
Triggers when an appointment is accepted.
Trigger
Instant
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Appointment Cancelled
Triggers when an appointment is cancelled.
Trigger
Instant
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Appointment Declined
Triggers when an appointment is declined.
Trigger
Instant
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Appointment on Route
Triggers when an appointment status changed to on route.
Trigger
Instant
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Appointment Status Changed
Triggers when appointment status is changed.
Trigger
Instant
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Expense Authorised
Triggers when an expense is authorised.
Trigger
Instant
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Expense Updated
Triggers when an expense is updated.
Trigger
Instant
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Invoice Paid
Triggers when an invoice is paid.
Trigger
Instant
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Item Updated
Triggers when an item is updated.
Trigger
Instant
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Job Authorised
Triggers when a job is Authorised.
Trigger
Instant
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Job Completed
Triggers when a job is completed.
Trigger
Instant
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Job on Hold
Triggers when a job status is changed to On Hold.
Trigger
Instant
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Job Updated
Triggers when a job is updated.
Trigger
Instant
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Lead Rejected
Triggers when a lead is rejected.
Trigger
Instant
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New Appointment
Triggers when a new job appointment is created.
Trigger
Instant
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New Expense
Triggers when a new expense is created.
Trigger
Instant
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New Item
Triggers when a new Item is created.
Trigger
Instant
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New Lead
Triggers when a new lead is created.
Trigger
Instant
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New Quote
Triggers when a new quote is created.
Trigger
Instant
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Purchase Order Approved
Triggers when a purchase order is approved.
Trigger
Instant
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Purchase Order Paid
Triggers when a purchase order is paid.
Trigger
Instant
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Quote Accepted
Triggers when a quote is accepted.
Trigger
Instant
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Quote Updated
Triggers when a quote is updated.
Trigger
Instant
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- Customer TypeRequired
- Customer NameRequired
- Full NameRequired
- Email Address
- Telephone
- AddressRequired
- City
- County
- Postcode
- Country
- Notes
Action
Write
- Customer NameRequired
- Invoice DateRequired
- Due Date
- Terms
- Internal Notes
- Customer Notes
- Purchase Order Ref
- Job Order Ref
- Item CodeRequired
- Item Description
- Account Code
- Tax Rate
- Quantity
- Discount Type
- Discount Value
- Cost Price
- Price
Action
Write
- CustomerRequired
- Job Type
- Start DateRequired
- Complete ByRequired
- Short DescriptionRequired
- Description
- Customer Notes
- Internal Notes
- Item Code
- Description
- Quantity
- Cost Price
- Price
Action
Write
- Supplier NameRequired
- Customer Name
- Purchase DateRequired
- Payment Terms
- Supplier Notes
- Delivery Notes
- Internal Notes
Action
Write
- Supplier NameRequired
- Full NameRequired
- Email Address
- Telephone
- AddressRequired
- City
- County
- Postcode
- Country
Action
Write
- Item CodeRequired
Action
Search
- Invoice RefRequired
Action
Search
- Purchase Order RefRequired
Action
Search
- Customer NameRequired
- Full NameRequired
- AddressRequired
- Customer TypeRequired
- Email Address
- Telephone
- City
- County
- Postcode
- Country
- Notes
Action
Search or write
- Supplier NameRequired
- Full NameRequired
- Email Address
- Telephone
- AddressRequired
- City
- County
- Postcode
- Country
Action
Search or write

Updated Contact
Triggers when an already existing contact is updated.
Trigger
Instant
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- 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
Appointment Action Required
Triggers when an appointment status is action required.
Trigger
Instant
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Appointment Completed
Triggers when an appointment is completed.
Trigger
Instant
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Appointment on Hold
Triggers when an appointment status is changed to on hold.
Trigger
Instant
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Appointment on Site
Triggers when an appointment status is changed to on site.
Trigger
Instant
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Customer Updated
Triggers when a customer is updated.
Trigger
Instant
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Expense Paid
Triggers when an expense is paid.
Trigger
Instant
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Invoice Cancelled
Triggers when an invoice is cancelled.
Trigger
Instant
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Invoice Updated
Triggers when an invoice is updated.
Trigger
Instant
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Job Action Required
Triggers when a job status is changed to Action Required.
Trigger
Instant
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Job Cancelled
Triggers when a job is Cancelled.
Trigger
Instant
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Job in Progress
Triggers when a job status is changed to In Progress.
Trigger
Instant
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Job Status Changed
Triggers when a job status is changed.
Trigger
Instant
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Lead Authorised
Triggers when a lead is authorised.
Trigger
Instant
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Lead Updated
Triggers when a lead is updated.
Trigger
Instant
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New Customer
Triggers when a new customer is created.
Trigger
Instant
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New Invoice
Triggers when a new invoice is created.
Trigger
Instant
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New Job
Triggers when a new job is created.
Trigger
Instant
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New Purchase Order
Triggers when a new purchase order is created.
Trigger
Instant
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New Supplier
Triggers when a new supplier is created.
Trigger
Instant
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Purchase Order Cancelled
Triggers when a purchase order is cancelled.
Trigger
Instant
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Purchase Order Updated
Triggers when a purchase order is updated.
Trigger
Instant
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Quote Rejected
Triggers when a quote is rejected.
Trigger
Instant
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Supplier Updated
Triggers when a supplier is updated.
Trigger
Instant
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- Expense NameRequired
- Net AmountRequired
- VAT AmountRequired
- Expense DateRequired
- Reference
- Billable?
- Authorised?
- Paid?
- Notes
Action
Write
- Item TypeRequired
- Item CategoryRequired
- Item NameRequired
- Item CodeRequired
- Cost PriceRequired
- PriceRequired
- Item Description
Action
Write
- Full NameRequired
- Company NameRequired
- Email AddressRequired
- TelephoneRequired
- Mobile
- Address
- City
- County
- Postcode
- Country
Action
Write
- Customer NameRequired
- Quote Date
- Expiry Date
- Preferred Job Date
- Preferred Job Time
- Description
- Customer Notes
- Terms
- Internal Notes
Action
Write
- Customer NameRequired
- Full NameRequired
- AddressRequired
Action
Search
- Supplier NameRequired
Action
Search
- Job RefRequired
Action
Search
- Quote RefRequired
Action
Search
- Item CodeRequired
- Item TypeRequired
- Item CategoryRequired
- Item NameRequired
- Cost PriceRequired
- PriceRequired
- Item Description
Action
Search or write
- Item TypeRequired
- Item CategoryRequired
- Item NameRequired
- Item CodeRequired
- Cost PriceRequired
- PriceRequired
- Item Description
Action
Search or 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.

Help

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

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

About Eworks Manager

Eworks Manager is an award-winning Job Management software that allows your business to manage jobs and projects from Quote through to invoice

Related categories

Project Management

PRODUCTS

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By team

17hats + Eworks Manager

Create Eworks Manager quotes for new 17hats contacts

New Contact

Create Contact

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

Search Contact

NameRequired

Company Name

Email

Phone Number

Appointment Accepted

Appointment Cancelled

Appointment Declined

Appointment on Route

Appointment Status Changed

Expense Authorised

Expense Updated

Invoice Paid

Item Updated

Job Authorised

Job Completed

Job on Hold

Job Updated

Lead Rejected

New Appointment

New Expense

New Item

New Lead

New Quote

Purchase Order Approved

Purchase Order Paid

Quote Accepted

Quote Updated

Create Customer

Customer TypeRequired

Customer NameRequired

Full NameRequired

Email Address

Telephone

AddressRequired

City

County

Postcode

Country

Notes

Create Invoice

Customer NameRequired

Invoice DateRequired

Due Date

Terms

Internal Notes

Customer Notes

Purchase Order Ref