Convo + Credit Repair Cloud
Add new Credit Repair Cloud clients and create Convo posts simultaneously
Effortlessly streamline your client onboarding process in Credit Repair Cloud with this workflow. When you add a new client in the Credit Repair Cloud app, a post will be generated in the Convo app, making team communication more efficient. Save time, enhance collaboration, and focus on building strong client relationships with this seamless automation.
Effortlessly streamline your client onboarding process in Credit Repair Cloud with this workflow. When you add a new client in the Credit Repair Cloud app, a post will be generated in the Convo app, making team communication more efficient. Save time, enhance collaboration, and focus on building strong client relationships with this seamless automation.
- When this happens...New Client
Triggered when you add a new client.
- automatically do this!Create Post
Creates a new post in Convo.
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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
