Create person notes in Livespace for new 17hats contacts
Effortlessly manage your client relationships with this 17hats and Livespace automation. When a new contact is added in 17hats, this workflow will create a person note in Livespace, ensuring all relevant information is captured and organized in one place. Keep track of conversations, interactions, and important details about your clients, letting you focus on building strong relationships and growing your business.
Effortlessly manage your client relationships with this 17hats and Livespace automation. When a new contact is added in 17hats, this workflow will create a person note in Livespace, ensuring all relevant information is captured and organized in one place. Keep track of conversations, interactions, and important details about your clients, letting you focus on building strong relationships and growing your business.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Add Person Note
Adds a note to 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 Company
Triggers when a new company is added.
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 Person
Triggers when a new person is added.
Try It