Credit Repair Cloud + Envoke
Update clients in Credit Repair Cloud and create contacts in Envoke
Keep your Envoke contacts up-to-date with this convenient automation. When you update a client in Credit Repair Cloud, this workflow will create a new contact in Envoke, ensuring that your Envoke contact list stays current and organized. Save time and effort by streamlining your contact management processes with this handy integration.
Keep your Envoke contacts up-to-date with this convenient automation. When you update a client in Credit Repair Cloud, this workflow will create a new contact in Envoke, ensuring that your Envoke contact list stays current and organized. Save time and effort by streamlining your contact management processes with this handy integration.
- When this happens...Update Client
Triggered when you update a client.
- automatically do this!Create Contact
Search for contacts.
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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
