17hats + Docspo
Create new Docspo clients from newly added 17hats contacts
Effortlessly streamline your client management process with this 17hats and Docspo workflow. When you add a new contact in 17hats, this automation will instantly create a client in Docspo, saving you time and ensuring consistency across your platforms. Stay organized and focused on growing your business while this efficient solution handles client data synchronization for you.
Effortlessly streamline your client management process with this 17hats and Docspo workflow. When you add a new contact in 17hats, this automation will instantly create a client in Docspo, saving you time and ensuring consistency across your platforms. Stay organized and focused on growing your business while this efficient solution handles client data synchronization for you.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Create Client
Creates a new client
- Free forever for core features
- 14 day trial for premium features & apps
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
Document Accepted
Triggers when a document changes status to accepted.
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
Document Accepted PDF
Triggers when a PDF is available after a document was accepted
Try It
