RepCard + Thryv
Create Thryv clients from new RepCard contacts
Easily streamline your client management process with this workflow. When a new contact is added in RepCard, a client profile is instantly created in Thryv. This saves you valuable time and ensures all new contacts are immediately incorporated into your client management system for consistent communication and follow-up.
Easily streamline your client management process with this workflow. When a new contact is added in RepCard, a client profile is instantly created in Thryv. This saves you valuable time and ensures all new contacts are immediately incorporated into your client management system for consistent communication and follow-up.
- When this happens...New Contact
Triggers when new contact is created. (Lead, Customer, Recruit, etc.).
- automatically do this!Create Client
Creates a new client.
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- 14 day trial for premium features & apps
Trigger when any appointment is changed to the status(s) below:Required
Try ItNew Contact
Triggers when new contact is created. (Lead, Customer, Recruit, etc.).
Try ItTrigger when any contact is changed to the status(s) below:
Try ItEventRequired
First Name
Last Name
Ticket NumberRequired
Email
Phone Number
Company Name
Ticket TypeRequired
Appointment Set
Triggers when a new Appointment is created for any contact.
Try ItTrigger when any user registered to the Event belowRequired
Try ItNew User
Triggers when a new user is created.
Try ItAppointment Title
First NameRequired
Last Name
Email
Phone Country Code
Phone Number
Address
State
City
Zip Code
Meeting Location
Meeting Link
Notes
CalendarRequired
SetterRequired
Closer
Appointment Start TimeRequired
Appointment End TimeRequired
