Automated Thryv New Customer Export
Every Friday, WebRun opens Thryv, pulls every new customer added and appointment booked during the week with their contact details and service, appends a row for each to your Google Sheet, and emails you a short summary so you always have a current export without pulling one by hand.
How do I get a weekly export of new Thryv customers and appointments?
WebRun pulls every new customer and appointment booked in Thryv each Friday, capturing contact details, service, and date for each. It appends a row to your Google Sheet, keeping new customers and repeat bookings in separate tabs, and emails you a summary, so a current export is ready without pulling one by hand.
- A current customer export is ready every Friday without manual work
- New customers and repeat bookings are separated automatically
- You get an email summary instead of digging through Thryv
Built for small business owners · service businesses · Thryv users · solo operators
What does WebRun do on every run?
The exact actions WebRun takes, in order - in plain language, so you can adjust anything.
-
WebRun signs in and gets to work
Opens
thryv.comin a real browser with your saved login - no setup, no API keys. -
1
Thryv - pull new customers and appointments this week
thryv.com
WebRun opens Thryv to pull new customers and appointments this week. - Open Thryv and pull every new customer added and appointment booked this week
- Capture the customer's contact details, service, and appointment date
- Separate new customers from repeat bookings
Done when Every new customer and appointment this week is captured.
-
2
Google Sheets - append rows to the reporting sheet
google.com
WebRun opens Google Sheets to append rows to the reporting sheet. - Open the New Customers reporting sheet
- Append a row for each new customer or appointment with service and date
- Keep new customers and repeat bookings in separate tabs
Done when The reporting sheet has a row for every new customer and appointment this week.
-
3
Gmail - email a summary
gmail.com
WebRun opens Gmail to email a summary. - Email you a summary: total new customers, total appointments, and most booked service
- Note any day with unusually high or low bookings
Done when You have this week's summary in your inbox.
How is each run configured?
Secure by default
Connect once, stays signed in
WebRun signs in once and keeps each session in a persistent environment, so every run picks up right where it left off.
Every action is checked against this policy before it runs.
Questions, answered
Does it book, cancel, or change any appointments?
No. WebRun only reports on customers and appointments already in Thryv. Managing bookings stays inside Thryv itself.
Does it separate new customers from returning ones?
Yes, new customers and repeat bookings are logged to separate tabs so your reporting sheet is ready to use without manual sorting.
Who receives the weekly summary email?
Whoever you connect through Gmail, typically the business owner. It's an internal report, not sent to any customer.
Related templates
Put this on autopilot.
Turn it on in minutes - or have our team set it up for you.