17hats + Docubee
Initiate Docubee workflow instances for new 17hats contacts
Easily streamline your processes between 17hats and Docubee with this automated workflow. When you add a new contact in 17hats, a workflow instance will be started in the Docubee app immediately. This integration helps you efficiently manage contacts and tasks, saving you time while maintaining an organized workflow across platforms.
Easily streamline your processes between 17hats and Docubee with this automated workflow. When you add a new contact in 17hats, a workflow instance will be started in the Docubee app immediately. This integration helps you efficiently manage contacts and tasks, saving you time while maintaining an organized workflow across platforms.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Start a Workflow Instance
Sends data to start an OnTask Workflow Template
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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
Select a Workflow TemplateRequired
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
Select a Workflow TemplateRequired
Try It
