DoubleTick + Privyr integrations
Create new Privyr clients from received DoubleTick messages
Streamline your client management process with this efficient workflow. When you receive a message in the DoubleTick app, a new client is immediately created in Privyr. This automation ensures every contact matters, saving you time on manual entries and helping you to stay organized with an updated client list.
- When this happens...Message ReceivedTriggers when a new message is received.
- automatically do this!Create Client Create a new client in your Privyr account
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More things you can do with DoubleTick and Privyr
Discover other triggers and actions you can use with DoubleTick and Privyr
- Message Received
Triggers when a new message is received.
Try ItTriggerInstant - ToRequired
- Media TypeRequired
- Media UrlRequired
- Caption
ActionWrite- ToRequired
- Select TemplateRequired
ActionWrite
- Message Status Update
Triggers when a message status is updated.
Try ItTriggerInstant - ToRequired
- TextRequired
- Preview Url
ActionWrite- Client NameRequired
- Phone Number
- Email Address
- Additional Client Details
- Lead SourceRequired
ActionWrite
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