Thryv integration with FreshBooks
How to Create new clients in FreshBooks New from new clients in Thryv
Steps to automate
Use Nekton workflow automation service.Preparation
Create Nekton account. You can also use your existing Google account
to sign in.
Create automation
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Click on the "Create new workflow" button, and then add "Automated step".
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Set the step description to "Create new clients in FreshBooks New from new clients in Thryv" and then click on "Automate".
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Provide the necessary parameters and click on the "Test it" button to check your automation. If you had issues with it, you can click on "Automate" again to try a different one.
Create a schedule (optional)
If you want to run this automation on a schedule, click on the gear button on the workflow editor
screen
to configure it. For example, you can run this flow every hour or every day.
Automate Thryv integrations
Thryv actions
Nekton can use any feature that is available in Thryv API.
Using our advanced AI, you can easily create custom automations for Thryv.
Here are some typical actions you can do in your automated workflows.
Create Busy Time
Creates a block of time during which you are busy according to your Thryv calendar.
Create Conversation
Creates a new conversation.
Find or Create Client
Find or Create Client
Create Client
Creates a new client.
Find Client
Find client by email.
New Appointment
Triggers when a new appointment is created.
About Thryv
Thryv is an all-in-one management software built for small business. It integrates essential business functions like payments, marketing, and CRM.