17hats + Proposify
Create new 17hats contacts from newly created Proposify clients
Easily keep your client information organized with this Proposify-17hats automation. When a new client is created in Proposify, their contact information will be added to 17hats, streamlining your contact management process, saving you time, and ensuring everyone is in the loop. Stay focused on building great client relationships while this workflow takes care of contact organization for you.
Easily keep your client information organized with this Proposify-17hats automation. When a new client is created in Proposify, their contact information will be added to 17hats, streamlining your contact management process, saving you time, and ensuring everyone is in the loop. Stay focused on building great client relationships while this workflow takes care of contact organization for you.
- When this happens...Client Created
Triggers when a user creates a new client.
- automatically do this!Create Contact
Creates a new contact.
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Client Commented on a Proposal
Triggers when a client has left a comment on the client view.
Try ItProposal Created
Triggers when a proposal is created.
Try ItProposal Sent
Triggers when a proposal is sent or marked as sent by a user.
Try ItProposal Viewed
Triggers when a proposal is viewed by a client.
Try It
