17hats + Workamajig
Create new Workamajig opportunities when 17hats contacts are added
Streamline your client management process by connecting 17hats and Workamajig. With this workflow, whenever you add a new contact in 17hats, an opportunity will be created in Workamajig automatically. Save time and keep track of potential clients more efficiently without manually transferring data between platforms.
Streamline your client management process by connecting 17hats and Workamajig. With this workflow, whenever you add a new contact in 17hats, an opportunity will be created in Workamajig automatically. Save time and keep track of potential clients more efficiently without manually transferring data between platforms.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Create Opportunity
Creates a new opportunity.
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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 Activity
Triggers when a new activity 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
Updated Company
Triggers when a company is updated.
Try It
