RepCard + Thryv

RepCard + Thryv integrations

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.

When this happens...
New ContactTriggers when new contact is created. (Lead, Customer, Recruit, etc.).
TriggerInstant
automatically do this!
Create ClientCreates a new client.
ActionWrite

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More things you can do with RepCard and Thryv

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

- Trigger when any appointment is changed to the status(s) below:
  Required
Trigger
Instant
Try It
New Contact
Triggers when new contact is created. (Lead, Customer, Recruit, etc.).
Trigger
Instant
Try It
- Trigger when any contact is changed to the status(s) below:
Trigger
Instant
Try It
- Event
  Required
- First Name
- Last Name
- Ticket Number
  Required
- Email
- Phone Number
- Company Name
- Ticket Type
  Required
Action
Write
- Appointment Title
- First Name
  Required
- Last Name
- Email
- Phone Country Code
- Phone Number
- Address
- State
- City
- Zip Code
- Meeting Location
- Meeting Link
- Notes
- Calendar
  Required
- Setter
  Required
- Closer
- Appointment Start Time
  Required
- Appointment End Time
  Required
Action
Write

- Event
  Required
- Ticket Type
  Required
- First Name
  Required
- Last Name
  Required
- Email
  Required
- Country Code
  Required
- Phone Number
  Required
- Job Title
  Required
- Company Name
  Required
Action
Write
- Send To Existing Contact
  Required
- Send Via SMS
  Required
- Send Via Email
  Required
- Who's RepCard do you want to send?
  Required
- Type
- First Name
- Last Name
- Country Code
- Phone Number
- Email
- Initial Message
  Required
- Choose Contact
- Include Social Media Links
  Required
- Choose text campaign
Action
Write

New Appointment
Triggers when a new appointment is created.
Trigger
Instant
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New Invoice
Triggers when a new invoice is issued.
Trigger
Instant
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- 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

Appointment Set
Triggers when a new Appointment is created for any contact.
Trigger
Instant
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- Trigger when any user registered to the Event below
  Required
Trigger
Instant
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New User
Triggers when a new user is created.
Trigger
Instant
Try It
- Stat
  Required
- Date Time
  Required
- Owner Type
  Required
- Stat Owner
  Required
- Stat UID
  Required
- Stat Value
  Required
Action
Write
- First Name
- Last Name
- Type
  Required
- Contact Owner
  Required
- Email
- Country Code
- Phone Number
- Status
  Required
- Company Name
- Title
- Address
- Address 2
- State
- City
- Zip
- Latitude
- Longitude
- Notes
Action
Write
- First Name
  Required
- Last Name
- User Email
  Required
- Country Code
  Required
- Phone Number
  Required
- Role
  Required
- Job Title
  Required
- Office
  Required
- Team
Action
Write
- Contact
  Required
- First Name
- Last Name
- Type (Lead/Customer/Recruit/Other)
  Required
- Email
- Country Code
- Phone Number
- Company Name
- title
- Status
  Required
- Notes
- Address
- Address 2
- State
- City
- Zip
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

About RepCard

RepCard is a sales tool used to facilitate automated follow up with leads that will drive reviews and referrals back to the sales person.

Learn moreLearn moreHelpHelp

Related categories

Sales & CRM

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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