Create new Thryv clients from new contacts in PracticePanther Legal Software
With this workflow, a newly added contact in PracticePanther Legal Software instantly becomes a client within Thryv. This automation saves you valuable time and ensures that your client data is consistently managed across both platforms. Cut down on manual data entry and improve your client management process.
With this workflow, a newly added contact in PracticePanther Legal Software instantly becomes a client within Thryv. This automation saves you valuable time and ensures that your client data is consistently managed across both platforms. Cut down on manual data entry and improve your client management process.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Create Client
Creates a new client.
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