Connect Credit Letters Software to RingCentral and automate any workflow
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Quickly connect Credit Letters Software to RingCentral with a Zapier template.
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Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- Client Status Changed
Triggers when a client status is changed.
Try It - New Client
Triggers when a new client is created.
Try It - New Letter Generated
Triggers when a new letter is generated.
Try It - Update Lead
Triggers when a lead is updated.
Try It
- Delete Lead
Triggers when a lead is deleted.
Try It - New Lead
Triggers when a new lead is created.
Try It - Update Client
Triggers when a client is updated.
Try It - First NameRequired
- Last NameRequired
- Full Name
- EmailRequired
- PhoneRequired
- Date Of BirthRequired
- Street Number
- Street Name
- State
- City
- ZipRequired
- SSN
- What Is Your Main GoalRequired
- StatusRequired
- Document Tracking Number
- Client Portal Access