Update clients in Credit Repair Cloud and create text messages in CallFire
When a client's information is updated in Credit Repair Cloud, effortlessly ensure they receive all crucial updates via text messages. With this workflow, each time a client is updated in Credit Repair Cloud, a text message will be sent to them using CallFire. Keep your clients informed while saving time and maintaining effective communication.
When a client's information is updated in Credit Repair Cloud, effortlessly ensure they receive all crucial updates via text messages. With this workflow, each time a client is updated in Credit Repair Cloud, a text message will be sent to them using CallFire. Keep your clients informed while saving time and maintaining effective communication.
- When this happens...Update Client
Triggered when you update a client.
- automatically do this!Create Text Message
Sends a text message to the number
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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