Update clients in Credit Repair Cloud and send code emails with Coupon Carrier
Effortlessly keep your clients engaged with this seamless automation. When a client is updated in Credit Repair Cloud, this workflow will trigger the Coupon Carrier app to send them a code email, offering them a special incentive or promotion. Maintain loyalty and encourage repeat business by rewarding your valuable clients.
Effortlessly keep your clients engaged with this seamless automation. When a client is updated in Credit Repair Cloud, this workflow will trigger the Coupon Carrier app to send them a code email, offering them a special incentive or promotion. Maintain loyalty and encourage repeat business by rewarding your valuable clients.
- When this happens...Update Client
Triggered when you update a client.
- automatically do this!Send a Code Email
Trigger an active Code Email, containing a unique code, to be sent to an email address.
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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