Thryv + Trello integrations
Create cards in Trello for new clients in Thryv
When a new client is added in Thryv, this workflow aids in streamlining your task management by creating a card in Trello. This integration organizes your client information, allowing you to efficiently monitor client onboarding and interaction. By managing your tasks and clients in one place, improve service delivery and enhance customer relations.
- When this happens...New ClientTriggers when new client is created.
- automatically do this!Create CardAdds a new card on a specific board and list.
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More things you can do with Thryv and Trello
Discover other triggers and actions you can use with Thryv and Trello
- New Appointment
Triggers when a new appointment is created.
Try ItTriggerInstant - New Invoice
Triggers when a new invoice is issued.
Try ItTriggerInstant - Start TimeRequired
- End TimeRequired
- TitleRequired
- Notes
ActionWrite- ClientRequired
- TitleRequired
- BodyRequired
- Source
- Source URL
ActionWrite
- New Client
Triggers when new client is created.
Try ItTriggerInstant - New Payment
Triggers when a new payment is created.
Try ItTriggerInstant - 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
ActionWrite- EmailRequired
ActionSearch
Thryv is an all-in-one management software built for small business. It integrates essential business functions like payments, marketing, and CRM.
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Trello is a team collaboration tool that lets you organize anything and everything to keep your projects on task.
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