Create and manage Gavel sessions for new 17hats contacts
Easily manage your client sessions with this seamless workflow between 17hats and Gavel. When a new contact is added in 17hats, a new session will be created and populated in Gavel, allowing for a smooth and organized flow of information between the two apps. This automatic process will help you save time and maintain accuracy, keeping your business on track.
Easily manage your client sessions with this seamless workflow between 17hats and Gavel. When a new contact is added in 17hats, a new session will be created and populated in Gavel, allowing for a smooth and organized flow of information between the two apps. This automatic process will help you save time and maintain accuracy, keeping your business on track.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Create and Populate a New Session
Creates a new session of an existing workflow, populates it with the provided variables, and outputs a session ID and a link that can be used to continue the workflow.
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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
Workflow NameRequired
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
Workflow NameRequired
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