AccuLynx + Thryv

AccuLynx + Thryv integrations

Create new Thryv clients from updated AccuLynx job milestones

Streamline your job management processes by connecting AccuLynx and Thryv with this automation. When a list of jobs by milestone is updated in AccuLynx, it will automatically create a new client in Thryv, helping you save time and stay organized. With this workflow, you can focus on delivering top-quality services while keeping client information up to date.

When this happens...
List of Jobs by MilestoneTriggers when you get a list of current jobs by Milestone.
TriggerPolling
automatically do this!
Create ClientCreates a new client.
ActionWrite

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More things you can do with AccuLynx and Thryv

Discover other triggers and actions you can use with AccuLynx and Thryv

- Standard Milestones
  Required
Trigger
Polling
Try It
- Contact
  Required
- Lead source
- Job category
- Work type
- Trade type
- Notes
- Priority
- First street
- Second street
- City
- State
- Country
- Zip code
Action
Write
- Search term
Action
Search
- Name
  Required
Action
Search
- Name
  Required
Action
Search

New Client
Triggers when new client is created.
Trigger
Instant
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New Payment
Triggers when a new payment is created.
Trigger
Instant
Try It

- First Name
  Required
- Last Name
- Email Address
- Phone Number
- Address
- Country Name
- Timezone
- Custom Identifer
- Notes
- Source
- Source URL
- Facebook Profile URL
- LinkedIn Profile URL
- Twitter Profile URL
- Google Plus Profile URL
Action
Write
- Email
  Required
Action
Search

- Contact type
  Required
- First name
  Required
- Last name
  Required
- Cross reference
- Company name
- Company job title
- Note
- Phone Number
- Extension
- Is this the primary phone number?
- Can receive text messages?
- Type of Phone Number
Action
Write
- First name
  Required
- Last name
- Company name
- Phone Number 1
- Phone Extension 1
- Phone Type 1
- Phone Number 2
- Phone Extension 2
- Phone Type 2
- Phone Number 3
- Phone Extension 3
- Phone Type 3
- Email Address
- Cross Reference
- Job Category
- Work Type
- Street
- Street 2
- City
- State
- Zip Code
- Country
- Priority
- Notes
- Sales Person
- Initial Appointment
- Trade Types
Action
Write
- Name
  Required
Action
Search
- Name
  Required
Action
Search
New Appointment
Triggers when a new appointment is created.
Trigger
Instant
Try It
New Invoice
Triggers when a new invoice is issued.
Trigger
Instant
Try It
- Start Time
  Required
- End Time
  Required
- Title
  Required
- Notes
Action
Write
- Client
  Required
- Title
  Required
- Body
  Required
- Source
- Source URL
Action
Write
- Email Address
  Required
- First Name
  Required
- Last Name
- Phone Number
- Address
- Country Name
- Timezone
- Custom Identifer
- Notes
- Source
- Source URL
- Facebook Profile URL
- LinkedIn Profile URL
- Twitter Profile URL
- Google Plus Profile URL
Action
Search or write

About AccuLynx

AccuLynx is a cloud based roofing software application designed to help contractors manage and grow their business.

Learn moreLearn moreHelpHelp

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CRM (Customer Relationship Management)

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About Thryv

Thryv is an all-in-one management software built for small business. It integrates essential business functions like payments, marketing, and CRM.