Credit Letters Software + SuperPhone Integrations
How to connect Credit Letters Software + SuperPhone
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Client Status ChangedTriggers when a client status is changed.Trigger- Delete LeadTriggers when a lead is deleted.Trigger
- New ClientTriggers when a new client is created.Trigger
- New LeadTriggers when a new lead is created.Trigger
- New Letter GeneratedTriggers when a new letter is generated.Trigger
- Update ClientTriggers when a client is updated.Trigger
- Update LeadTriggers when a lead is updated.Trigger
- Create ClientCreates a new client.Action
- Credit Letters Software
Creates a new lead.
Scheduled
Action
- Credit Letters Software
Updates an existing client.
Scheduled
Action
- Credit Letters Software
Updates an existing lead.
Scheduled
Action
- Credit Letters Software
Finds a client based on email or phone.
Scheduled
Action
- Credit Letters Software
Finds a lead based on email.
Scheduled
Action
- Credit Letters Software
x
Scheduled
Action
- Credit Letters Software
x
Scheduled
Action
- SuperPhone
Triggers when a new contact is created.
Instant
Trigger
- SuperPhone
Triggers when a contact's details are updated.
Instant
Trigger
- SuperPhone
Triggers when a new message is received.
Instant
Trigger
- SuperPhone
Triggers when a new message is sent.
Instant
Trigger
- SuperPhone
Triggers when a tag is added to a contact.
Instant
Trigger
- SuperPhone
Add a custom contribution to a contact.
Scheduled
Action
- SuperPhone
Add a tag to an existing contact.
Scheduled
Action
- SuperPhone
Creates a contact.
Scheduled
Action
- SuperPhone
Remove a tag from an existing contact.
Scheduled
Action
- SuperPhone
Send a message to a contact or phone number.
Scheduled
Action
- SuperPhone
Updates existing contact.
Scheduled
Action
- SuperPhone
Check if a contact exists for a given phone number and/or email. If a contact does exist, it's information is passed along with the response.
Scheduled
Action
- SuperPhone
Find a contact by providing a Contact ID.
Scheduled
Action
- SuperPhone
Find a contact by providing either an email or a mobile number.
Scheduled
Action
How Credit Letters Software + SuperPhone Integrations Work
- Step 1: Authenticate Credit Letters Software and SuperPhone.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.
About Credit Letters Software
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