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How Zapier works
Zapier makes it easy to integrate kippy with Thryv - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "New Note" from kippy.
Add your action
An action happens after the trigger—such as "Create Busy Time" in Thryv.
You’re connected!
Zapier seamlessly connects kippy and Thryv, automating your workflow.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- New Note
Triggers when a new note is created for KPIs you are the KPI Owner of, and Projects you are the Project Manager of.
Try ItTriggerPolling - 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
- Team NameRequired
- Name of KPI or MilestoneRequired
- PeriodRequired
- YearRequired
- ActualRequired
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
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