Builder Prime + Thryv
Manage new Thryv clients by creating client records in Builder Prime
Capture new client data seamlessly by streamlining your process. When a new client is added in Thryv, this workflow immediately creates a client record in Builder Prime. It helps maintain consistency across your apps, reducing manual data entry and ensuring you always have up-to-date client details at your fingertips. Simplify client management by keeping your data updated across platforms.
Capture new client data seamlessly by streamlining your process. When a new client is added in Thryv, this workflow immediately creates a client record in Builder Prime. It helps maintain consistency across your apps, reducing manual data entry and ensuring you always have up-to-date client details at your fingertips. Simplify client management by keeping your data updated across platforms.
- When this happens...New Client
Triggers when new client is created.
- automatically do this!Create Client Record
Creates a new client record.
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New Appointment
Triggers when a new appointment is created.
Try ItNew Invoice
Triggers when a new invoice is issued.
Try ItStart TimeRequired
End TimeRequired
TitleRequired
Notes
ClientRequired
TitleRequired
BodyRequired
Source
Source URL
New Client
Triggers when new client is created.
Try ItNew Payment
Triggers when a new payment is created.
Try ItFirst 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
EmailRequired
