17hats + Proposify
Create proposals in Proposify for updated contacts in 17hats
Effortlessly maintain consistency in your sales process with this 17hats and Proposify integration. When a contact is updated in 17hats, a new proposal is generated in Proposify, eliminating manual data entry. Streamline your business operations with this time-saving and seamless workflow.
Effortlessly maintain consistency in your sales process with this 17hats and Proposify integration. When a contact is updated in 17hats, a new proposal is generated in Proposify, eliminating manual data entry. Streamline your business operations with this time-saving and seamless workflow.
- When this happens...Updated Contact
Triggers when an already existing contact is updated.
- automatically do this!Create Proposal
Creates a new proposal.
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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
Client Commented on a Proposal
Triggers when a client has left a comment on the client view.
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
Client Created
Triggers when a user creates a new client.
Try It
