Circle + Credit Repair Cloud
Update Circle members with tags when clients are updated in Credit Repair Cloud
Keep your Circle community up to date by automating the process of updating client information. With this workflow, whenever you update a client's details in Credit Repair Cloud, the corresponding member will be tagged in the Circle app. This ensures that your community members have accurate, up-to-date information about clients, saving you time and maintaining consistency across platforms.
Keep your Circle community up to date by automating the process of updating client information. With this workflow, whenever you update a client's details in Credit Repair Cloud, the corresponding member will be tagged in the Circle app. This ensures that your community members have accurate, up-to-date information about clients, saving you time and maintaining consistency across platforms.
- When this happens...Update Client
Triggered when you update a client.
- automatically do this!Tag Member
Tag a community member with a member tag.
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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
