Builder Prime + Thryv integrations
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.
- When this happens...New ClientTriggers when new client is created.
- automatically do this!Create Client RecordCreates a new client record.
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More things you can do with Thryv and Builder Prime
Discover other triggers and actions you can use with Thryv and Builder Prime
- 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
Builder Prime is a CRM, estimating, scheduling, and production management app for contractors
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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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