Create Wave customers from new Thryv clients for seamless customer management
Effortlessly manage your client and customer details with this handy Thryv and Wave automation. When you add a new client in Thryv, it will instantly create a customer in Wave, ensuring their information stays up-to-date and consistent across both platforms. Streamline your workflow and save time with this seamless process for managing contacts.
Effortlessly manage your client and customer details with this handy Thryv and Wave automation. When you add a new client in Thryv, it will instantly create a customer in Wave, ensuring their information stays up-to-date and consistent across both platforms. Streamline your workflow and save time with this seamless process for managing contacts.
- When this happens...New Client
Triggers when new client is created.
- automatically do this!Create Customer
Creates a customer in a business that you choose.
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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