fieldd + Privyr
Create new clients in Privyr from new bookings in fieldd
Connect your fieldd and Privyr seamlessly in real time. With this automation, whenever a new booking is made in fieldd, a corresponding client is created in Privyr instantly. It not only streamlines your workflow but also saves valuable time, allowing you to focus more on building customer relationships.
Connect your fieldd and Privyr seamlessly in real time. With this automation, whenever a new booking is made in fieldd, a corresponding client is created in Privyr instantly. It not only streamlines your workflow but also saves valuable time, allowing you to focus more on building customer relationships.
- When this happens...New Booking
Triggers when a new job is booked.
- automatically do this!Create Client
Create a new client in your Privyr account
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- 14 day trial for premium features & apps
Mark Invoice Paid
Triggers when an invoice is marked paid.
Try ItNew Customer
Triggers when a new customer is created.
Try ItNew Lead
Triggers when a new lead is created.
Try ItNew Quote
Triggers when a new quote is created.
Try It
New Booking
Triggers when a new job is booked.
Try ItNew Invoice
Triggers when a new invoice is created.
Try ItNew Payment
Triggers for every payment transaction including partial payments, payment status and external payment details.
Try ItNew Sales Receipt
Triggers when a job or invoice is completed and final payment/receipt is processed.
Try It