Create tasks in Bonjoro for new clients in Thryv
Elevate customer engagement with an efficient workflow between Thryv and Bonjoro. With this process in place, each time a new client is added in Thryv, a fresh task gets generated in Bonjoro. This simplifies your follow-up routine, ensuring consistent interaction for customers right from their onboarding, leading to stronger relationships.
Elevate customer engagement with an efficient workflow between Thryv and Bonjoro. With this process in place, each time a new client is added in Thryv, a fresh task gets generated in Bonjoro. This simplifies your follow-up routine, ensuring consistent interaction for customers right from their onboarding, leading to stronger relationships.
- When this happens...New Client
Triggers when new client is created.
- automatically do this!Create Task
Creates a Bonjoro Task. To complete it, record a video message using the Bonjoro platform.
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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