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.
- When this happens...New ClientTriggered when you add a new client.
- automatically do this!Create TaskCreates a Bonjoro Task. To complete it, record a video message using the Bonjoro platform.
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More things you can do with Credit Repair Cloud and Bonjoro
Discover other triggers and actions you can use with Credit Repair Cloud and Bonjoro
- Status Change
Triggered when you convert status from client to any other status or from any other status to client.
Try ItTriggerInstant - New Client
Triggered when you add a new client.
Try ItTriggerInstant - New Lead
Triggered when you add a new lead.
Try ItTriggerInstant - Update Lead
Triggered when you update a lead.
Try ItTriggerInstant
- New Affiliate
Triggers when a new affiliate is created.
Try ItTriggerInstant - New Invoice
Triggered when you add a new invoice.
Try ItTriggerInstant - Update Client
Triggered when you update a client.
Try ItTriggerInstant - First 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
ActionWrite





