17hats + Proposify
17hats + Proposify
17hats + Proposify integrations
Create new Proposify clients from 17hats contacts for seamless client management
Effortlessly manage your growing client list by connecting 17hats and Proposify in this seamless workflow. Whenever you add a new contact in 17hats, it will automatically create a client in Proposify, saving you time and ensuring all your client details are in sync across both platforms. Simplify your client onboarding process by using this convenient automation.
- When this happens...New ContactTriggers when a new contact is created.
- automatically do this!Create ClientCreates a new client.
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More things you can do with 17hats and Proposify
Discover other triggers and actions you can use with 17hats and Proposify
- 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- Client Commented on a Proposal
Triggers when a client has left a comment on the client view.
Try ItTriggerInstant
- 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- Client Created
Triggers when a user creates a new client.
Try ItTriggerInstant
Related categories
Similar apps
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App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier
About Proposify
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