17hats + Planning Pod

17hats + Planning Pod integrations

Create new contacts in Planning Pod for every new contact in 17hats

Streamline your contact management process with this workflow. When you add a new contact in the 17hats app, it will initiate a corresponding response in the Planning Pod app to create a matching contact. This setup helps you boost efficiency by eliminating the need for redundant data entry, ensuring your contact details are always up-to-date across both platforms.

When this happens...
New ContactTriggers when a new contact is created.
TriggerInstant
automatically do this!
Create ContactTriggers when a new contact is created.
ActionWrite

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More things you can do with 17hats and Planning Pod

Discover other triggers and actions you can use with 17hats and Planning Pod

New Contact
Triggers when a new contact is created.
Trigger
Instant
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- Is Company?
  Required
- First_name
  Required
- Type
  Required
- 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
- Name
  Required
- Company_name
- Email
- Phone_number
Action
Search
New Appointment
Triggers when a new appointment is created in the calendar.
Trigger
Polling
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New Contact
Triggers when a new contact is created.
Trigger
Polling
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New Deposit
Triggers when a new deposit is created.
Trigger
Polling
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New Invoice Payment
Triggers when a new payment is created for an invoice.
Trigger
Polling
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New Lead
Triggers when a new lead is created.
Trigger
Polling
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New Proposal
Triggers when a new proposal has been created.
Trigger
Polling
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New To-Do
Triggers when a new to-do is created in an event.
Trigger
Polling
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- Event Name (Tentative)
  Required
- First Name
  Required
- Last Name
  Required
- Email
  Required
- Event Start Date (Tentative)
  Required
- Event End Date (Tentative)
- Event Budget (Tentative)
- Prefix
- Suffix
- Title
- Company
- Phone
- Street
- Apt/Suite
- City
- State
- Zipcode
- Country
Action
Write

Updated Contact
Triggers when an already existing contact is updated.
Trigger
Instant
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- Contact
  Required
- Is Company?
  Required
- First_name
  Required
- Type
  Required
- 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
- Name
  Required
- Company_name
- Email
- Phone_number
- Is Company?
  Required
- First_name
  Required
- Type
  Required
- 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
New Attendee
Triggers when a new attendee is created in an event.
Trigger
Polling
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New Contract Signature
Triggers when a contract has been signed.
Trigger
Polling
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New Form Response
Triggers when a new form response is captured.
Trigger
Polling
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New Invoice
Triggers when a new invoice is created.
Trigger
Polling
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New Ticket Payment
Triggers when a new ticket payment is created.
Trigger
Polling
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New Proposal Signature
Triggers when a proposal has been signed.
Trigger
Polling
Try It
- First Name
  Required
- Last Name
  Required
- Email
  Required
- Prefix
- Suffix
- Title
- Company
- Phone
- Street
- Apt/Suite
- City
- State
- Zipcode
- Country
Action
Write

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.

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CRM (Customer Relationship Management)

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About Planning Pod

Planning Pod is an event management platform designed for event venues and planning professionals to keep you and your team organized and to centralize your event details.

HelpHelp

Related categories

Event Management