Create or update Xero contacts whenever new clients are added in Thryv
Easily manage your contacts across platforms with this seamless workflow. As soon as you add a new client in Thryv, the details are instantly mirrored as a contact in Xero. This connection helps to ensure that your client data is always consistent and updated, saving you the manual effort of data entry. Enjoy the convenience and efficiency this workflow brings to your small business operations.
Easily manage your contacts across platforms with this seamless workflow. As soon as you add a new client in Thryv, the details are instantly mirrored as a contact in Xero. This connection helps to ensure that your client data is always consistent and updated, saving you the manual effort of data entry. Enjoy the convenience and efficiency this workflow brings to your small business operations.
- When this happens...New Client
Triggers when new client is created.
- automatically do this!Create/Update Contact
Triggers when you add a new contact.
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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