Bonjoro + Credit Repair Cloud
Create tasks in Bonjoro for new clients in Credit Repair Cloud
Effortlessly welcome new clients to your Credit Repair Cloud platform with this automation that connects to Bonjoro. When you add a new client in Credit Repair Cloud, this workflow will instantly create a task in Bonjoro, allowing you to record personalized video messages, boosting your customer engagement and experience. Save time and build strong relationships with your clients by streamlining your onboarding process.
Effortlessly welcome new clients to your Credit Repair Cloud platform with this automation that connects to Bonjoro. When you add a new client in Credit Repair Cloud, this workflow will instantly create a task in Bonjoro, allowing you to record personalized video messages, boosting your customer engagement and experience. Save time and build strong relationships with your clients by streamlining your onboarding process.
- When this happens...New Client
Triggered when you add a new client.
- automatically do this!Create Task
Creates a Bonjoro Task. To complete it, record a video message using the Bonjoro platform.
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Status Change
Triggered when you convert status from client to any other status or from any other status to client.
Try ItNew Client
Triggered when you add a new client.
Try ItNew Lead
Triggered when you add a new lead.
Try ItUpdate Lead
Triggered when you update a lead.
Try It
New Affiliate
Triggers when a new affiliate is created.
Try ItNew Invoice
Triggered when you add a new invoice.
Try ItUpdate Client
Triggered when you update a client.
Try ItFirst NameRequired
Last NameRequired
EmailRequired
Middle Name
Suffix
Mobile Phone
Home Phone
Work Phone
Work Phone Ext
Fax
Social Security Number
Birth Date
Street Address
City
State
Zip
Country
Memo
Previous Mailing Address
