Groundwork + Thryv Integrations
How to connect Groundwork + Thryv
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New Kickoff Form SubmittedTriggers when a lead kickoff form is completed.Trigger- New VideoLead SubmittedTriggers when a lead has submitted a project video.Trigger
- Create LeadCreates a new leadAction
New AppointmentTriggers when a new appointment is created.Trigger- New ClientTriggers when new client is created.Trigger
- New InvoiceTriggers when a new invoice is issued.Trigger
- New PaymentTriggers when a new payment is created.Trigger
- Create Busy TimeCreates a block of time during which you are busy according to your Thryv calendar.Action
- Thryv
Creates a new client.
Scheduled
Action
- Thryv
Creates a new conversation.
Scheduled
Action
- Thryv
Find client by email.
Scheduled
Action
- Thryv
Find or Create Client
Scheduled
Action
How Groundwork + Thryv Integrations Work
- Step 1: Authenticate Groundwork and Thryv.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.
About Groundwork
Groundwork is a virtual sales tool for contractors so they can stop wasting time on bad leads.
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