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17hats + MyDesk

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.

  1. When this happens...
    17hats17hats
    New Contact

    Triggers when a new contact is created.

    TriggerInstant
  2. automatically do this!
    MyDeskMyDesk
    Create Task

    Creates a Task.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • 17hats triggers, actions, and search

    New Contact

    Triggers when a new contact is created.

    Trigger
    Instant
    Try It
    • 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

    Action
    Write
    • NameRequired

    • Company Name

    • Email

    • Phone Number

    Action
    Search
    • Representative

    • Appointment Type

    Trigger
    Scheduled
    Try It
  • 17hats triggers, actions, and search

    Updated Contact

    Triggers when an already existing contact is updated.

    Trigger
    Instant
    Try It
    • ContactRequired

    • 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

    Action
    Write
    • 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

    Action
    Search or write
    • Company TypeRequired

    • Company Group

    Trigger
    Scheduled
    Try It
17hats logo
17hats logo

About 17hats

17hats is a premiere business platform that provides you with a suite of business solutions to help organize, systemize, and grow your business.
Help

Related categories

  • CRM (Customer Relationship Management)

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mydesk logo
mydesk logo

About MyDesk

MyDesk: Get started quickly with a user-friendly CRM for sales.

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