17hats + Daftra
Create new Daftra clients from 17hats contacts
Effortlessly streamline your client onboarding process with this automation workflow. When you add a new contact in 17hats, this workflow will create a new client in Daftra, ensuring your contact list stays up-to-date across both platforms. Save time and keep your client information organized, all while focusing on delivering exceptional service.
Effortlessly streamline your client onboarding process with this automation workflow. When you add a new contact in 17hats, this workflow will create a new client in Daftra, ensuring your contact list stays up-to-date across both platforms. Save time and keep your client information organized, all while focusing on delivering exceptional service.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Add 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
Credit Note Created
Triggers when a new Credit Note is created.
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
Refund Receipt Created
Triggers when a new Refund Receipt is created
Try It
