Levitate + Thryv

Levitate + Thryv integrations

Create or update Levitate contacts when new clients are added in Thryv

Easily manage your client relationships from Thryv to Levitate with this efficient workflow. As soon as a new client is added in Thryv, the workflow promptly creates or updates their information in Levitate. Save time, eliminate manual input and ensure your Levitate contacts are always updated with the latest client data from Thryv.

When this happens...
New ClientTriggers when new client is created.
TriggerInstant
automatically do this!
Create or Update Levitate ContactCreates or updates a Contact in Levitate
ActionWrite

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More things you can do with Thryv and Levitate

Discover other triggers and actions you can use with Thryv and Levitate

New Appointment
Triggers when a new appointment is created.
Trigger
Instant
Try It
New Invoice
Triggers when a new invoice is issued.
Trigger
Instant
Try It
- Start Time
  Required
- End Time
  Required
- Title
  Required
- Notes
Action
Write
- Client
  Required
- Title
  Required
- Body
  Required
- Source
- Source URL
Action
Write
- Email Address
  Required
- First Name
  Required
- Last Name
- 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
Action
Search or write

- Donor Name
  Required
- Donor Email
  Required
- Donation Amount
  Required
- Donation Date
- Donation Type
- Campaign
- Donation Stage
- External ID
- Donor ID
Action
Write

New Client
Triggers when new client is created.
Trigger
Instant
Try It
New Payment
Triggers when a new payment is created.
Trigger
Instant
Try It
- First Name
  Required
- 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
Action
Write
- Email
  Required
Action
Search
- Contact ID in Source System
  Required
- Last Name
- First Name
- Full Name
- Email Addresses
- Phone Numbers
- Address Line 1
- Address Line 2
- Address City
- Address State / Province
- Address Postal Code
- Address Country
- Birthday
- Tags
- Note
Action
Write
- Policy Number
  Required
- Carrier Name
  Required
- Premium
  Required
- Renewal Date
  Required
- Effective Date
  Required
- Policy Holder ID
  Required
- Cancellation Date
  Required
- Line of Business
  Required
- Policy ID in the Source System
  Required
- Origination Date
- Policy Holder First Name
- Policy Holder Last Name
- Policy Holder Email
Action
Write

About Levitate

Our Happiness Platform combines authentic communication tools, dedicated success specialists and AI to help you build lasting relationships.

Learn moreLearn moreHelpHelp

Related categories

CRM (Customer Relationship Management)

About Thryv

Thryv is an all-in-one management software built for small business. It integrates essential business functions like payments, marketing, and CRM.

Learn moreLearn moreHelpHelp

Related categories

CRM (Customer Relationship Management)

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