AccuLynx + Thryv
Create new Thryv clients from updated AccuLynx job milestones
Streamline your job management processes by connecting AccuLynx and Thryv with this automation. When a list of jobs by milestone is updated in AccuLynx, it will automatically create a new client in Thryv, helping you save time and stay organized. With this workflow, you can focus on delivering top-quality services while keeping client information up to date.
Streamline your job management processes by connecting AccuLynx and Thryv with this automation. When a list of jobs by milestone is updated in AccuLynx, it will automatically create a new client in Thryv, helping you save time and stay organized. With this workflow, you can focus on delivering top-quality services while keeping client information up to date.
- When this happens...List of Jobs by Milestone
Get a list of current jobs by Milestone.
- automatically do this!Create Client
Creates a new client.
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Standard MilestonesRequired
Try ItNew 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
First nameRequired
Last name
Company name
Phone Number 1
Phone Extension 1
Phone Type 1
Phone Number 2
Phone Extension 2
Phone Type 2
Phone Number 3
Phone Extention 3
Phone Type 3
Email Address
Cross Reference
Job Category
Work Type
Street
Street 2
City
State
Zip Code
Country
Priority
Notes
Sales Person
Initial Appointment
Trade Types
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
