17hats + Proposify
Create new Proposify clients from 17hats contacts for seamless client management
Effortlessly manage your growing client list by connecting 17hats and Proposify in this seamless workflow. Whenever you add a new contact in 17hats, it will automatically create a client in Proposify, saving you time and ensuring all your client details are in sync across both platforms. Simplify your client onboarding process by using this convenient automation.
Effortlessly manage your growing client list by connecting 17hats and Proposify in this seamless workflow. Whenever you add a new contact in 17hats, it will automatically create a client in Proposify, saving you time and ensuring all your client details are in sync across both platforms. Simplify your client onboarding process by using this convenient automation.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Create Client
Creates a new client.
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- 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
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
