17hats + InvoiceBerry
Create InvoiceBerry clients from new 17hats contacts
Easily streamline your client management with this 17hats-InvoiceBerry workflow. Whenever you add a new contact in 17hats, this automation will create a matching client in InvoiceBerry, ensuring your billing and client information stays up-to-date and consistent across both platforms. Save valuable time while keeping your workflows organized and efficient.
Easily streamline your client management with this 17hats-InvoiceBerry workflow. Whenever you add a new contact in 17hats, this automation will create a matching client in InvoiceBerry, ensuring your billing and client information stays up-to-date and consistent across both platforms. Save valuable time while keeping your workflows organized and efficient.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Create Client
Creates a new 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
New Client
Triggers when a new client 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 Credit Note
Triggers when a new credit note is created.
Try It
