17hats + Roll
Create new Roll projects when 17hats contacts are added
Save time and stay organized by automatically creating a new project in Roll whenever a new contact is added to 17hats. This seamless workflow ensures all your client information is consistently updated and readily available, streamlining your project management process and allowing you to focus on building strong client relationships.
Save time and stay organized by automatically creating a new project in Roll whenever a new contact is added to 17hats. This seamless workflow ensures all your client information is consistently updated and readily available, streamlining your project management process and allowing you to focus on building strong client relationships.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Create Project
Triggers when a new project 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 Company
Triggers when a new company is created.
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 Project
Triggers when a new project is created.
Try It
