Add new Credit Repair Cloud clients to update direct mailer campaigns in Eva Gifting Assistant (EvaBot)
Effortlessly keep your direct mailer campaigns up-to-date with this workflow. When you add a new client in Credit Repair Cloud, it'll trigger an update in your Eva Gifting Assistant (EvaBot) app to modify the corresponding direct mailer campaign. With this seamless automation, you'll ensure accurate campaign targeting and deliver a personalized experience to each new client in your credit repair business.
Effortlessly keep your direct mailer campaigns up-to-date with this workflow. When you add a new client in Credit Repair Cloud, it'll trigger an update in your Eva Gifting Assistant (EvaBot) app to modify the corresponding direct mailer campaign. With this seamless automation, you'll ensure accurate campaign targeting and deliver a personalized experience to each new client in your credit repair business.
- When this happens...New Client
Triggered when you add a new client.
- automatically do this!Update a Direct Mailer Campaign
Updates a campaign
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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