Create new Harvest clients from 17hats contacts for seamless organization
Effortlessly manage your client information across platforms with this 17hats to Harvest automation. Whenever you add a new contact in 17hats, this workflow will create a client in Harvest, ensuring your data is consistent and up-to-date. No more manual entries or switching between apps – just seamless and organized data management.
Effortlessly manage your client information across platforms with this 17hats to Harvest automation. Whenever you add a new contact in 17hats, this workflow will create a client in Harvest, ensuring your data is consistent and up-to-date. No more manual entries or switching between apps – just seamless and organized data management.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Create Client
Creates a Client
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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
Invoice Paid
Triggers when a invoice is fully paid.
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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
Invoice Sent
Triggers when a invoice is sent or marked as sent.
Try It