AccuLynx + Thryv
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.
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 Milestone
Triggers when you get a list of current jobs by Milestone.
- automatically do this!Create Client
Creates a new client.
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- 14 day trial for premium features & apps
Standard MilestonesRequired
Try ItContactRequired
Lead source
Job category
Work type
Trade type
Notes
Priority
First street
Second street
City
State
Country
Zip code
Search term
NameRequired
Contact typeRequired
First nameRequired
Last nameRequired
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
First nameRequired
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
NameRequired
NameRequired
