monday.com + Thryv
Add new Thryv clients as items in monday.com for streamlined management
Effortlessly manage your new clients from Thryv by automatically creating items in your monday.com boards. With this workflow, every time you get a new client in Thryv, a corresponding item will be added to your chosen board in monday.com. It's an efficient way to keep your client information organized and ensure seamless collaboration within your team.
Effortlessly manage your new clients from Thryv by automatically creating items in your monday.com boards. With this workflow, every time you get a new client in Thryv, a corresponding item will be added to your chosen board in monday.com. It's an efficient way to keep your client information organized and ensure seamless collaboration within your team.
- When this happens...New Client
Triggers when new client is created.
- automatically do this!Create Item
Create a new Item in a board
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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
