Thryv and Salesflare

How to connect Thryv

What you can automate

  • When new Appointment in Thryv, create meeting, then create call in Salesflare.
  • When new Client in Thryv, find or create account, then find or create contact, then add contact to account in Salesflare.
  • When new Invoice in Thryv, create opportunity, then find or create contact in Salesflare.
  • When new Payment in Thryv, create opportunity, then find or create contact in Salesflare.

About Thryv

Thryv is an all-in-one management software built for small business. It integrates essential business functions like payments, marketing, and CRM.

Thryv operations on Zapier

Triggers (4)

Start a workflow when this happens

  • New Appointment — Triggers when a new appointment is created.
  • New Client — Triggers when new client is created.
  • New Invoice — Triggers when a new invoice is issued.
  • New Payment — Triggers when a new payment is created.

Actions (4)

Things Salesflare can make it do

  • Create Busy Time — Creates a block of time during which you are busy according to your Thryv calendar.
  • Create Client — Creates a new client.
  • Create Conversation — Creates a new conversation.
  • Find or Create Client — Find or Create Client

Searches (1)

Look up existing records

  • Find Client — Find client by email.

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