17hats + FileInvite
Create FileInvite invites for new 17hats contacts
Easily streamline your onboarding process with this 17hats and FileInvite workflow. Once a new contact is added in 17hats, an invite is created in FileInvite for the new contact. This automation saves you time and ensures a seamless transition for your new clients, making the onboarding experience smoother and more efficient for both parties.
Easily streamline your onboarding process with this 17hats and FileInvite workflow. Once a new contact is added in 17hats, an invite is created in FileInvite for the new contact. This automation saves you time and ensures a seamless transition for your new clients, making the onboarding experience smoother and more efficient for both parties.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Create Invite
Creates a new invite for an existing person.
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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
New Person
Triggers when a new person is created.
Try It
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
New Invite
Triggers when a new FileInvite is created/sent.
Try It
