Relate + WhatTime
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.
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 Created
Triggers when an invitee schedules an event.
- automatically do this!Create Org & Contact & Deal & Note
Create new organization, contact, deal and note
- Free forever for core features
- 14 day trial for premium features & apps
Schedule Canceled
Triggers when an invitee cancel an event.
Try ItCodeRequired
Cancel Reason
Cancel Guest Alarm
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
Contact Deleted
Triggers when a contact is deleted. Return contact data with custom fields.
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Schedule Created
Triggers when an invitee schedules an event.
Try ItCodeRequired
DateRequired
TimeRequired
Time Zone
Reschedule Reason
Contact Created
Triggers when a new contact is created. Return contact data with custom fields.
Try ItDeal Assignee Updated
Triggers when a deal assignee is updated. Return deal data with custom fields.
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