17hats + Workamajig integrations
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.
- When this happens...New ContactTriggers when a new contact is created.
- automatically do this!Create OpportunityCreates a new opportunity.
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More things you can do with 17hats and Workamajig
Discover other triggers and actions you can use with 17hats and Workamajig
- 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- New Activity
Triggers when a new activity is created.
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- Updated Company
Triggers when a company is updated.
Try ItTriggerInstant
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