Generate Signpost transactions for new Thryv payments
Create a transaction in Signpost for every new Thryv payment. Automatically creates a Signpost contact if they do not already exist, and then Signpost will follow up with your customer.
Create a transaction in Signpost for every new Thryv payment. Automatically creates a Signpost contact if they do not already exist, and then Signpost will follow up with your customer.
- When this happens...New Payment
Triggers when a new payment is created.
- automatically do this!Create Transaction
Add a Transaction to a Contact, automatically creating a new Contact if it does not already exist.
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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