17hats

Automatically add or remove Project and Contact Tags through Workflows in 17hats.

Automatically Tag Contacts and Projects

Workflows: Send Invoice Completion Triggers

How to mark a quote step as "completed" based on the linked contract or linked invoice

Workflows: Send Quote Completion Triggers

How to use an action item in your workflow to change your project's calendar automatically

Workflows: Change Calendar

Travis

Jennifer Ann

Workflow Triggers & Steps

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