17hats
· #280 most-usedYour all-in-one client management hub, automated end to end
17hats is the all-in-one CRM and business management platform built for solo entrepreneurs and small service businesses — photographers, event planners, coaches, and consultants. It centralises contacts, quotes, contracts, invoices, online scheduling, questionnaires, and bookkeeping in one place. Connect it to Actionist and your agents can capture leads from any source into 17hats, sync contacts across your marketing and accounting stack, monitor new and updated contact events, and maintain a clean, fully-tagged database — all without the manual copy-pasting that eats an hour a day for busy service business owners.
Eliminates manual work. Agents eliminate manual lead routing, contact-to-CRM data entry, cross-system sync, and the weekly database hygiene work that small service businesses do by hand.
What your 17hats agent runs on autopilot
A week of scheduled jobs your Actionist agent will execute on your behalf.
17hats × every other app you use
End-to-end automations that span multiple apps — each one a real business outcome.
New 17hats lead enters HubSpot pipeline and gets a same-day response
When a new contact is created in 17hats, the agent retrieves the full lead record, creates a matching deal in HubSpot, sends a personalised response email from Gmail, schedules a discovery call in Google Calendar, and posts a lead summary to Slack — all within about a minute of the contact appearing in 17hats.
Time saved for your team — every week, on autopilot
Savings
What your team gets back — two angles: what you stop doing manually, and what that's worth.
What you do manually today
What your agent runs for you
- Sales40 min / weekManual lead processing after every inquiry
The business owner manually copies the new 17hats contact into the CRM, drafts a response email, and opens the calendar to schedule a call — typically 10–15 minutes per lead.
Sales Agent0 minAgent routes new 17hats leads to the pipeline instantlyWhen a new 17hats contact is created, the agent creates a HubSpot deal, sends a response email, and schedules a discovery call — within about a minute, without touching a keyboard.
- Marketing30 min / weekManual email list management
The marketing team periodically exports 17hats contacts, formats the CSV, and manually imports them into Mailchimp — a process that typically runs days after the contacts are created.
Marketing Agent0 minAgent enrolls new contacts in email sequences by sourceWhen a new 17hats contact is created, the marketing agent reads their source tag and adds them to the correct Mailchimp audience automatically — zero manual list-building.
- Customer Support30 min / weekManual contact lookup for every support request
Support reps open 17hats, search for the client by email, scroll through notes, and mentally reconstruct the relationship history before typing a reply — 3–5 minutes per ticket.
Customer Support Agent0 minAgent surfaces the 17hats client record before every support replyWhen a support email arrives, the agent finds the 17hats contact and posts the full client history to Slack — the support team has complete context before they open the thread.
- Human Resources20 min / weekAd-hoc vendor record maintenance
HR discovers missing vendor data at payment time, chases the contractor for their details, manually updates 17hats and the payroll system — a scramble that delays payments and frustrates contractors.
Human Resources Agent0 minAgent keeps vendor contact records complete and currentThe HR agent audits all 17hats vendor contacts weekly, flags missing fields before payment runs, and updates payroll records when contact details change.
- Finance20 min / weekManual QuickBooks customer creation
The finance team manually creates a QuickBooks customer record for each new client by copying their details from 17hats — typically done reactively when the first invoice is due.
Finance Agent0 minAgent syncs new 17hats clients to QuickBooks on conversionWhen a 17hats contact becomes a paying client, the agent creates the QuickBooks customer record immediately — billing is ready before the first invoice needs to go out.
- Operations45 min / weekManual weekly contact database review
Operations manually exports the 17hats contact list, opens it in a spreadsheet, checks for duplicates and missing fields, and writes a summary — a 45–60 minute task every week.
Operations Agent0 minAgent produces a weekly contact health report automaticallyEvery week the operations agent exports all 17hats contacts, counts new additions, flags data gaps, and posts the health report to Slack — without anyone logging into 17hats.
- Legal30 min / weekManual monthly data compliance review
Legal manually exports contacts, checks each for compliance issues in a spreadsheet, removes opted-out addresses from campaign tools by hand, and files a summary in a shared folder — a half-day task.
Legal Agent0 minAgent runs the GDPR contact audit and logs every actionThe legal agent exports all 17hats contacts monthly, checks for missing GDPR fields and opted-out addresses still in campaigns, writes the audit log to Notion, and notes every contact reviewed.
Calculate what your team saves
Based on 17hats's typical team usage — the visible tasks plus a few other automations the agent runs: ~3.5 hrs / person / week of admin work automated.
How to plug 17hats into Actionist
Pick the connection method that suits your environment.
Connect Actionist to 17hats using the API key from Account Settings → Integrations. The key gives agents access to your 17hats contact records for reading, writing, tagging, and syncing.
Log in to 17hats and navigate to Account Settings → Integrations.
Click Enable next to the Zapier or API integration. An API key will be generated and displayed — copy it.
Paste the API key into Actionist and click Test connection. Actionist will run a read-only contact lookup to verify the key works.
12 actions your agent can call
Read and write operations available to your Actionist agent.
2 events your agent can react to
Events your agent watches for, and the actions it kicks off in response.