Create MyDesk tasks from new 17hats contacts for seamless organization
Effortlessly manage your client relationships by connecting 17hats and MyDesk. With this automation, when a new contact is added in your 17hats app, a task is instantly created in MyDesk, ensuring you stay organized and on top of all your client touchpoints. All you have to do is set up this workflow, and watch your client management process become seamless and efficient.
Effortlessly manage your client relationships by connecting 17hats and MyDesk. With this automation, when a new contact is added in your 17hats app, a task is instantly created in MyDesk, ensuring you stay organized and on top of all your client touchpoints. All you have to do is set up this workflow, and watch your client management process become seamless and efficient.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Create Task
Creates a Task.
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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
Representative
Appointment Type
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
Company TypeRequired
Company Group
Try It