17hats + ShareFile
Create ShareFile client users from updated 17hats contacts
Streamline your client management process with this efficient workflow between 17hats and ShareFile. When a contact is updated in your 17hats app, this automation will create a new client user in ShareFile, ensuring your client information stays up-to-date across both platforms without any manual effort on your end. Enhance productivity and organization in managing your client relationships with this seamless integration.
Streamline your client management process with this efficient workflow between 17hats and ShareFile. When a contact is updated in your 17hats app, this automation will create a new client user in ShareFile, ensuring your client information stays up-to-date across both platforms without any manual effort on your end. Enhance productivity and organization in managing your client relationships with this seamless integration.
- When this happens...Updated Contact
Triggers when an already existing contact is updated.
- automatically do this!Create Client User
Creates a ShareFile user with the given information.
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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 Client
Triggers when a new client 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
FolderRequired
Try It
