Thryv + Trello
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 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 Client
Triggers when new client is created.
- automatically do this!Create Card
Adds a new card on a specific board and list.
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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
