The Customer Factor + Thryv

Create new customers in The Customer Factor for every new client in Thryv

Keep your customer records up-to-date with this automation. Whenever a new client is added in Thryv, this workflow will directly create a customer entry in The Customer Factor, saving you from manual data entry. Maintain synchronization of client records between both applications and spend more time focusing on your business.

When this happens...
New Client
Triggers when new client is created.
TriggerInstant
automatically do this!
Create Customer
This action will create a customer in The Customer Factor
ActionWrite

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Supported triggers and actions

What does this mean?

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
Try It
- Start TimeRequired
- End TimeRequired
- TitleRequired
- Notes
Action
Write
- ClientRequired
- TitleRequired
- BodyRequired
- Source
- Source URL
Action
Write
- Email AddressRequired
- First NameRequired
- 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

Estimate Emailed
Triggered when an estimate is emailed in The Customer Factor
Trigger
Instant
Try It
New Customer
Triggers when a new customer is added to The Customer Factor.
Trigger
Instant
Try It

New Invoice
Triggers when new invoice is created in The Customer Factor.
Trigger
Instant
Try It
New Payment
Triggers when an invoice is paid in The Customer Factor.
Trigger
Instant
Try It
New Recurring Job
Triggered when a new recurring job is scheduled in The Customer Factor
Trigger
Instant
Try It
- Company Name
- First Name
- Last Name
- Email
- Email 2
- Email 3
- Fax
- Phone
- Phone 2
- Cellphone
- Cellphone 2
- Address
- Address 2
- City
- State
- Zipcode
- Marketing Source
- Source App Name
- Custom Fields
- Notes
- Images
Action
Write
- Invoice NumberRequired
- Invoice Date
- Tax Percent
- Tax Amount
- Discount Percent
- Discount Amount
- Fullname
- Company Name
- First Name
- Last Name
- Address
- Address 2
- City
- State
- Zipcode
- Email
- Phone
- Cellphone
- Job Type
- Quantity
- Unit Price
- Amount
- Tax Percent
- Exclude From Discount
- Service Date
- Description
- Tax Amount
- Assigned To
- Additional Details
- Subtotal
- Invoice Total
- Source
Action
Write
- Company Name
- First Name
- Last Name
- Email
- Phone
- Cellphone
- Address
- Address 2
- City
- State
- Zipcode
- Marketing Source
- Source App Name
- Custom Fields
- Email 2
- Email 3
- Phone 2
- Cellphone 2
- Fax
- Notes
- Images
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 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
Action
Write
- EmailRequired
Action
Search
Estimate Accepted
Triggered when an estimate is accepted in The Customer Factor
Trigger
Instant
Try It
Job Completed
Triggers when a job is marked as completed in The Customer Factor.
Trigger
Instant
Try It
New Estimate
Triggered when a new estimate is scheduled in The Customer Factor
Trigger
Instant
Try It
New Job
Triggered when a new job is scheduled in The Customer Factor
Trigger
Instant
Try It
New Prospect
Triggers when you add a new prospect in The Customer Factor.
Trigger
Instant
Try It
Recurring Job Canceled
Triggered when a recurring job is canceled in The Customer Factor
Trigger
Instant
Try It
- Estimate Number
- Date
- Tax Percent
- Tax Amount
- Discount Percent
- Discount Amount
- Type
- Fullname
- Company Name
- First Name
- Last Name
- Address
- Address 2
- City
- State
- Zipcode
- Email
- Phone
- Cellphone
- Job Type
- Quantity
- Unit Price
- Amount
- Tax Percent
- Exclude From Discount
- Service Date
- Description
- Tax Amount
- Assigned To
- Additional Details
- Subtotal
- Invoice Total
- Source
Action
Write
- TCF Invoice Number
- Payment Date
- Amount
- Payment Mode
- Source
- Source Invoice Number
- Source Payment Reference
Action
Write

About The Customer Factor

The Customer Factor is a software where users can register, store their contacts, their appointments, invoices, etc.,

Learn more

Related categories

Databases

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 more Help

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

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CAPABILITIES

By team

The Customer Factor + Thryv

Create new customers in The Customer Factor for every new client in Thryv

New Appointment

New Invoice

Create Busy Time

End TimeRequired

TitleRequired

Notes

Create Conversation

ClientRequired

TitleRequired

BodyRequired

Source

Source URL

Find or Create Client

Email AddressRequired

First NameRequired

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

Estimate Emailed

New Customer

New Invoice

New Payment

New Recurring Job

Create Customer

Company Name

First Name

Last Name

Email

Email 2

Email 3

Fax

Phone

Phone 2

Cellphone

Cellphone 2

Address

Address 2

City

State

Zipcode

Marketing Source

Source App Name

Custom Fields

Notes

Images

Create Job or Invoice

Invoice NumberRequired

Invoice Date

Tax Percent

Tax Amount

Discount Percent

Discount Amount

Fullname

Company Name

First Name

Last Name

Address

Address 2

City

State

Zipcode

Email

Phone

Cellphone

Job Type