17hats + QuoteCloud
Create QuoteCloud documents for new 17hats contacts
Save time and streamline your sales process by connecting 17hats and QuoteCloud. With this workflow, every time you add a new contact in 17hats, a document is created in QuoteCloud instantly. This automation helps you efficiently manage your client onboarding process and ensure important sales documents are generated in a timely manner.
Save time and streamline your sales process by connecting 17hats and QuoteCloud. With this workflow, every time you add a new contact in 17hats, a document is created in QuoteCloud instantly. This automation helps you efficiently manage your client onboarding process and ensure important sales documents are generated in a timely manner.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Create Document
Creates a document with user details and proposal template and pricing information all potentially supplied.
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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
StatusRequired
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
Contact EmailRequired
Customer Reference Number (ID)
Contact First Name
Contact Second Name
Contact Company
Phone Number
Address
Proposal Title
