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17hats + Proposify Legacy
17hats + Proposify Legacy
17hats + Proposify Legacy integrations
Create new 17hats contacts from newly created Proposify Legacy clients
Easily keep your client information organized with this Proposify Legacy-17hats automation. When a new client is created in Proposify Legacy, their contact information will be added to 17hats, streamlining your contact management process, saving you time, and ensuring everyone is in the loop. Stay focused on building great client relationships while this workflow takes care of contact organization for you.
- When this happens...
- automatically do this!Create ContactCreates a new contact.
- Free forever for core features
- 14 day trial for premium features & apps
More things you can do with 17hats and Proposify Legacy
Discover other triggers and actions you can use with 17hats and Proposify Legacy
- New Contact
Triggers when a new contact is created.
Try ItTriggerInstant - 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
ActionWrite- NameRequired
- Company_name
- Email
- Phone_number
ActionSearch
- Updated Contact
Triggers when an already existing contact is updated.
Try ItTriggerInstant - 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
ActionWrite- 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
ActionSearch or write
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