Relate + WhatTime

Relate + WhatTime integrations

Create new Relate orgs, contacts, deals, and notes from newly scheduled WhatTime events

Streamline your scheduling and relationship management tasks effortlessly. With this workflow, as soon as a new schedule is created in WhatTime app, it sets in motion steps to create an organization, contact, deal, and note immediately in the Relate app. This process bridges the gap between your scheduling and CRM activities, eliminating manual data entry and ensuring you never miss an opportunity to connect with your contacts.

When this happens...
Schedule CreatedTriggers when an invitee schedules an event.
TriggerInstant
automatically do this!
Create Org & Contact & Deal & NoteCreate new organization, contact, deal and note
ActionWrite

Start free with email

Start free with Google

Free forever for core features
14 day trial for premium features & apps

More things you can do with WhatTime and Relate

Discover other triggers and actions you can use with WhatTime and Relate

Schedule Canceled
Triggers when an invitee cancel an event.
Trigger
Instant
Try It
- Code
  Required
- Cancel Reason
- Cancel Guest Alarm
Action
Write
- Reservation Page url
- Copy Reservation Page url
- Code
- Meeting Kind
- Name
- Slug
- Description
- Max Invitee
- Show Remain
- Range Kind
- Range Start
- Range End
- Range After Day
- Range After Day Kind
- Duration Kind
- Duration
- Increment
- Alarm Email Host
- Alarm Email Guest
- Alarm SMS Host
- Alarm SMS Guest
- Alarm Kakao Host
- Alarm Kakao Guest
- Active
- Member Emails
- Organizer Member Email
- Location Kind
- Address
- Address Web Link
- Phone Number
- Remote Url
- Remoate Password
- Direct Message
Action
Write
Contact Deleted
Triggers when a contact is deleted. Return contact data with custom fields.
Trigger
Instant
Try It
Deal Created
Triggers when a new deal is created. Return deal data with custom fields.
Trigger
Instant
Try It

Deal Updated
Triggers when a deal is updated. Return deal data with custom fields.
Trigger
Instant
Try It
Entry Deleted
Triggers when a entry is deleted. Return contact data with fields.
Trigger
Instant
Try It

Organization Created
Triggers when a new organization is created. Return organization data with custom fields.
Trigger
Instant
Try It
Note Created
Triggers when a new note is created. Return note data with custom fields of related lead.
Trigger
Instant
Try It
Pipeline Stage Updated
Triggers when a pipeline stage is updated. Return deal data with custom fields.
Trigger
Instant
Try It
- List ID
  Required
- Contact ID
  Required
- Status
  Required
- Assignee
- One Time Value
  Required
- Recurring Value
  Required
- Recurring Value Period
  Required
Action
Write
- List ID
  Required
- Organization ID
  Required
- Contact ID
- Status
  Required
- Assignee
- One Time Value
  Required
- Recurring Value
  Required
- Recurring Value Period
  Required
Action
Write
- Organization
  Required
- Pipeline Stage
- Pipeline Name
- Pipeline Stage Name
- Prospect Status
- Prospect Status Name
- Deal Value
  Required
- Deal Value Period
  Required
- Contact
- Deal Assignee
- Deal Assignee Email
- Deal Note
Action
Write
- Organization Name
  Required
- Organization Website
- Organization Description
- Organization Assignee
Action
Write
- Organization
- Contact
- Name
- New Name
- New Title
- Email
- New Email
- Phone
- New Phone
Action
Write
- Deal
  Required
- New Contact
- New Deal Assignee
- New Deal Assignee Email
- New Pipeline Stage
- New Pipeline Name
- New Pipeline Stage Name
- New Prospect Status
- New Prospect Status Name
- New Deal Value
- New Deal Value Period
- New Deal Note
Action
Write
- Organization Name
  Required
- New Organization Name
- Organization Website
- Organization description
- Organization Assignee
Action
Write
- Contact Name
- Email
- Phone
- Contact ID
Action
Search
- List ID
  Required
- Contact ID
  Required
Action
Search
- Organization ID
- Organization Name
- Author email
- Note body
Action
Search
- Contact Name
- Contact Email
- Contact Phone
- Contact ID
- Organization ID
- Contact Title
Action
Search or write
- Organization ID
  Required
- Organization Name
- Author email
- Note body
  Required
- Author ID
Action
Search or write

Schedule Created
Triggers when an invitee schedules an event.
Trigger
Instant
Try It
- Code
  Required
- Date
  Required
- Time
  Required
- Time Zone
- Reschedule Reason
Action
Write
Contact Created
Triggers when a new contact is created. Return contact data with custom fields.
Trigger
Instant
Try It
Deal Assignee Updated
Triggers when a deal assignee is updated. Return deal data with custom fields.
Trigger
Instant
Try It
Deal Deleted
Triggers when a deal is deleted. Return deal data with custom fields.
Trigger
Instant
Try It
Entry Created
Triggers when a new Entry is created. Return entry data with fields.
Trigger
Instant
Try It
Entry Updated
Triggers when a contact is updated. Return contact data with fields.
Trigger
Instant
Try It
Organization Deleted
Triggers when an organization is deleted. Return organization data with custom fields.
Trigger
Instant
Try It
Note Deleted
Triggers when a note is deleted. Return note data with custom fields of related lead.
Trigger
Instant
Try It
- List ID
  Required
- Contact ID
  Required
Action
Write
- List ID
  Required
- Organization ID
  Required
- Contact ID
Action
Write
- Organization ID
- Contact Name
- Contact Title
- Contact Email
- Contact Phone
Action
Write
- Organization ID
  Required
- Author ID
- Author email
- Note body
  Required
Action
Write
- Company Name
  Required
- Company Website
- Company Description
- Organization Assignee
- Contact Name
  Required
- Contact Title
- Contact Email
  Required
- Contact Phone
- Note
- Deal Assignee
- Pipeline Stage
- Prospect Status
- Deal Value
- Deal Note
Action
Write
- List ID
  Required
- ID
  Required
- Status
  Required
- Assignee
- One Time Value
  Required
- Recurring Value
  Required
- Recurring Value Period
  Required
Action
Write
- Note ID
- New note body
Action
Write
- List ID
  Required
- ID
  Required
- Status
  Required
- Assignee
- One Time Value
  Required
- Recurring Value
  Required
- Recurring Value Period
  Required
Action
Write
- Organization ID
- Organization Name
Action
Search
- List ID
  Required
- Organization ID
  Required
Action
Search
- Organization Name
- Match Mode
- Organization ID
Action
Search
- Organization
  Required
- Organization Name
- Pipeline Stage
- Pipeline Name
- Pipeline Stage Name
- Prospect Status
- Prospect Status Name
- Deal Value
  Required
- Deal Value Period
  Required
- Contact
- Deal Assignee
- Deal Assignee Email
- Deal Note
Action
Search or write
- Organization Name
  Required
- Match Mode
- Organization ID
- Organization Website
- Organization Description
- Organization Assignee
Action
Search or write

About Relate

Relate is a simple collaborative sales and CRM software.

HelpHelp

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Forms

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

About WhatTime

WhatTime eliminates the back-and-forth with an experience your customers will love.

HelpHelp

Related categories

Calendar