Popular ways to use Signpost workflows

• Create Signpost contacts for new 17hats contacts

  

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  17hats, Signpost

  17hats + Signpost

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  1. 

     When this happens

     Step 1: New Contact

  2. 

     Then do this

     Step 2: Create or Update Contact

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  Create Signpost contacts for new 17hats contacts

  

  by Zapier

  Zapier

  Create Signpost contacts for new 17hats contacts

  Try it

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  • 

  17hats, Signpost

  17hats + Signpost

• Update Signpost contacts when 17hats contacts are updated

  

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  17hats, Signpost

  17hats + Signpost

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     When this happens

     Step 1: Updated Contact

  2. 

     Then do this

     Step 2: Create or Update Contact

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  Update Signpost contacts when 17hats contacts are updated

  

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  Update Signpost contacts when 17hats contacts are updated

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  17hats, Signpost

  17hats + Signpost

• Create appointments in Signpost when appointments start in Acuity Scheduling

  

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  Acuity Scheduling, Signpost

  Acuity Scheduling + Signpost

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     When this happens

     Step 1: Appointment Start

  2. 

     Then do this

     Step 2: Create Appointment

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  Create appointments in Signpost when appointments start in Acuity Scheduling

  

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  Create appointments in Signpost when appointments start in Acuity Scheduling

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  Acuity Scheduling, Signpost

  Acuity Scheduling + Signpost

• Create Signpost Transactions from Acuity Scheduling product orders

  

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  Acuity Scheduling, Signpost

  Acuity Scheduling + Signpost

  More details

  1. 

     When this happens

     Step 1: New Product Order

  2. 

     Then do this

     Step 2: Create Transaction

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  Create Signpost Transactions from Acuity Scheduling product orders

  

  by Zapier

  Zapier

  Create Signpost Transactions from Acuity Scheduling product orders

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  Acuity Scheduling, Signpost

  Acuity Scheduling + Signpost

• Create Signpost appointments for new Dispatch events

  

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  Dispatch, Signpost

  Dispatch + Signpost

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  1. 

     When this happens

     Step 1: New Event

  2. 

     Then do this

     Step 2: Create Appointment

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  Create Signpost appointments for new Dispatch events

  

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  Create Signpost appointments for new Dispatch events

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  Dispatch, Signpost

  Dispatch + Signpost

• Create Signpost appointments for new Eventbrite attendee check-ins

  

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  Eventbrite, Signpost

  Eventbrite + Signpost

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  1. 

     When this happens

     Step 1: New Attendee Check-In

  2. 

     Then do this

     Step 2: Create Appointment

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  Create Signpost appointments for new Eventbrite attendee check-ins

  

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  Create Signpost appointments for new Eventbrite attendee check-ins

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  Eventbrite, Signpost

  Eventbrite + Signpost

• Create transactions in Signpost for new orders in Eventbrite

  

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  Eventbrite, Signpost

  Eventbrite + Signpost

  More details

  1. 

     When this happens

     Step 1: New Order

  2. 

     Then do this

     Step 2: Create Transaction

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  Create transactions in Signpost for new orders in Eventbrite

  

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  Create transactions in Signpost for new orders in Eventbrite

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  Eventbrite, Signpost

  Eventbrite + Signpost

• Create new contacts in Signpost for new clients in FreshBooks

  

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  FreshBooks, Signpost

  FreshBooks + Signpost

  More details

  1. 

     When this happens

     Step 1: New Client

  2. 

     Then do this

     Step 2: Create or Update Contact

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  Create new contacts in Signpost for new clients in FreshBooks

  

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  Zapier

  Create new contacts in Signpost for new clients in FreshBooks

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  FreshBooks, Signpost

  FreshBooks + Signpost

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  Create Appointment

  Add an Appointment to a Contact, automatically creating a new Contact if it does not already exist.

  Action

  Write
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  Create or Update Contact

  Creates a Contact, or updates the Contact if it already exists.

  Action

  Write
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  Create Email Interaction

  Add an Email Interaction to a Contact, automatically creating a new Contact if it does not already exist.

  Action

  Write
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  Create or Update Estimate

  Creates an Estimate for a Contact, or updates the Estimate if it already exists. Automatically creates a new Contact if it does not already exist.

  Action

  Write
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  Create or Update Job

  Creates a Job for a Contact, or updates the Job if it already exists. Automatically creates a new Contact if it does not already exist.

  Action

  Write
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  Create Phone Call Interaction

  Add a Phone Call Interaction to a Contact, automatically creating a new Contact if it does not already exist.

  Action

  Write
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  Create Transaction

  Add a Transaction to a Contact, automatically creating a new Contact if it does not already exist.

  Action

  Write