Bonjoro + Thryv integrations
Create tasks in Bonjoro for new clients in Thryv
Elevate customer engagement with an efficient workflow between Thryv and Bonjoro. With this process in place, each time a new client is added in Thryv, a fresh task gets generated in Bonjoro. This simplifies your follow-up routine, ensuring consistent interaction for customers right from their onboarding, leading to stronger relationships.
- When this happens...New ClientTriggers when new client is created.
- automatically do this!Create TaskCreates a Bonjoro Task. To complete it, record a video message using the Bonjoro platform.
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More things you can do with Thryv and Bonjoro
Discover other triggers and actions you can use with Thryv and Bonjoro
- New Appointment
Triggers when a new appointment is created.
Try ItTriggerInstant - New Invoice
Triggers when a new invoice is issued.
Try ItTriggerInstant - Start TimeRequired
- End TimeRequired
- TitleRequired
- Notes
ActionWrite- ClientRequired
- TitleRequired
- BodyRequired
- Source
- Source URL
ActionWrite
- New Client
Triggers when new client is created.
Try ItTriggerInstant - New Payment
Triggers when a new payment is created.
Try ItTriggerInstant - First NameRequired
- 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
ActionWrite- EmailRequired
ActionSearch
Bonjoro lets you send personalised welcome videos to your customers.
Related categories
Thryv is an all-in-one management software built for small business. It integrates essential business functions like payments, marketing, and CRM.
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