17hats + Planning Pod
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.
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 Contact
Triggers when a new contact is created.
- automatically do this!Create Contact
Triggers when a new contact is created.
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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 Appointment
Triggers when a new appointment is created in the calendar.
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 Attendee
Triggers when a new attendee is created in an event.
Try It
