17hats + Process Plan
Create new processes in Process Plan for new contacts in 17hats
Effortlessly manage your new 17hats contacts by starting a new process in the Process Plan app. With this workflow, whenever you add a new contact in 17hats, a corresponding process will be initiated in the Process Plan app, helping you streamline your client onboarding and task organization. Save time and stay organized by automating your contact management process.
Effortlessly manage your new 17hats contacts by starting a new process in the Process Plan app. With this workflow, whenever you add a new contact in 17hats, a corresponding process will be initiated in the Process Plan app, helping you streamline your client onboarding and task organization. Save time and stay organized by automating your contact management process.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Start a New Process
Starts a new process instance and populates it's fields.
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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
Process TemplateRequired
When This Field Is UpdatedRequired
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
Process TemplateRequired
Try It
