Create new Thryv clients from new jobs in The Customer Factor
Ensure a seamless operation between The Customer Factor and Thryv with this workflow. Each time a new job is posted in The Customer Factor, a corresponding action gets immediately reflected in Thryv. This process guarantees uniformity on both systems and frees up your time, allowing you to focus on more critical tasks.
Ensure a seamless operation between The Customer Factor and Thryv with this workflow. Each time a new job is posted in The Customer Factor, a corresponding action gets immediately reflected in Thryv. This process guarantees uniformity on both systems and frees up your time, allowing you to focus on more critical tasks.
- When this happens...New Job
Triggered when a new job is scheduled in The Customer Factor
- automatically do this!Create Client
Creates a new client.
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Estimate Accepted
Triggered when an estimate is accepted in The Customer Factor
Try ItJob Completed
Triggers when a job is marked as completed in The Customer Factor.
Try ItNew Estimate
Triggered when a new estimate is scheduled in The Customer Factor
Try ItNew Job
Triggered when a new job is scheduled in The Customer Factor
Try It
Estimate Emailed
Triggered when an estimate is emailed in The Customer Factor
Try ItNew Customer
Triggers when a new customer is added to The Customer Factor.
Try ItNew Invoice
Triggers when new invoice is created in The Customer Factor.
Try ItNew Payment
Triggers when an invoice is paid in The Customer Factor.
Try It