AroFlo + Thryv
Update and manage Thryv clients automatically when AroFlo clients are updated
Keep your client database updated and synchronized with this efficient workflow between AroFlo and Thryv. Whenever there's an update to your client list in your AroFlo software, this automation will swiftly create a matching client in your Thryv application. Stay organized and ensure consistency across platforms without manual data transfer.
Keep your client database updated and synchronized with this efficient workflow between AroFlo and Thryv. Whenever there's an update to your client list in your AroFlo software, this automation will swiftly create a matching client in your Thryv application. Stay organized and ensure consistency across platforms without manual data transfer.
- When this happens...List New or Updated Clients
Triggers when a new client is created or an existing client has been updated. Returns a list of IDs only, use Find Client as the next step to retrieve additional details, chosing additional are JOINs as needed. *Does not count towards API Usage.
- automatically do this!Create Client
Creates a new client.
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Updated since Date/TimeRequired
Try ItUpdated since Date/TimeRequired
Try ItTask IDRequired
NoteRequired
Visibility
Sticky Note?
Business UnitRequired
Client IDRequired
Task TypeRequired
Task NameRequired
Due DateRequired
Task DescriptionRequired
Customer/Work Order Number
Priority
Updated since Date/TimeRequired
Try ItTimesheet Type
Date Time Start
Try ItClient NameRequired
Given Names (Primary Contact)Required
Surname (Primary Contact)Required
Business Units
ABN
Phone (Primary Contact)
Fax
Mobile (Primary Contact)
Email (Primary Contact)
Location Name
Address
City
State
Postcode
CountryRequired
Mailing Location
Mailing Address
Mailing City
Mailing State
Mailing Postcode
Mailing CountryRequired
Business UnitRequired
Given NamesRequired
SurnameRequired
User Name (Min 4 Characters)Required
PasswordRequired
Phone
Fax
Mobile
Email Address
Alternative Email Address
Custom Fields
Permission GroupRequired
