Jetpack Workflow + Thryv
Add new Thryv clients to Jetpack Workflow as clients
Effortlessly manage your growing client base by connecting Thryv and Jetpack Workflow. With this integration, every time a new client is added in Thryv, a client profile will be created instantly in Jetpack Workflow. Save time and streamline your client onboarding process, ensuring a well-organized and efficient workflow.
Effortlessly manage your growing client base by connecting Thryv and Jetpack Workflow. With this integration, every time a new client is added in Thryv, a client profile will be created instantly in Jetpack Workflow. Save time and streamline your client onboarding process, ensuring a well-organized and efficient workflow.
- When this happens...New Client
Triggers when new client is created.
- automatically do this!Create Client
Triggers when a new client is created.
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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
