17hats + Proposify
Create proposals in Proposify for new 17hats contacts
Effortlessly turn new 17hats contacts into potential clients with this seamless workflow that creates proposals in Proposify. When a new contact is added in 17hats, a proposal is generated in Proposify, ensuring that you can swiftly present your ideas and services to prospects without any manual data entry. Keep your sales process streamlined and efficient with this time-saving automation.
Effortlessly turn new 17hats contacts into potential clients with this seamless workflow that creates proposals in Proposify. When a new contact is added in 17hats, a proposal is generated in Proposify, ensuring that you can swiftly present your ideas and services to prospects without any manual data entry. Keep your sales process streamlined and efficient with this time-saving automation.
- When this happens...New Contact
Triggers when a new contact is created.
- 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
