Create Signpost contacts for new Thryv clients
Create a Signpost contact for every new Thryv client, so Signpost can follow up with your customers.
Create a Signpost contact for every new Thryv client, so Signpost can follow up with your customers.
- When this happens...New Client
Triggers when new client is created.
- automatically do this...Only continue if...
Set up rules to specify when this Zap can continue running.
- then do this!Create or Update Contact
Creates a Contact, or updates the Contact if it already exists.
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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