Levitate + Thryv
Create or update Levitate contacts when new clients are added in Thryv
Easily manage your client relationships from Thryv to Levitate with this efficient workflow. As soon as a new client is added in Thryv, the workflow promptly creates or updates their information in Levitate. Save time, eliminate manual input and ensure your Levitate contacts are always updated with the latest client data from Thryv.
Easily manage your client relationships from Thryv to Levitate with this efficient workflow. As soon as a new client is added in Thryv, the workflow promptly creates or updates their information in Levitate. Save time, eliminate manual input and ensure your Levitate contacts are always updated with the latest client data from Thryv.
- When this happens...New Client
Triggers when new client is created.
- automatically do this!Create or Update Levitate Contact
Creates or updates a Contact in Levitate
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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
