Credit Repair Cloud + Microsoft Teams
Create channels in Microsoft Teams for new clients in Credit Repair Cloud
Efficiently manage new clients in Credit Repair Cloud and keep your team informed with this workflow. When a new client is added in Credit Repair Cloud, a corresponding channel will be created in Microsoft Teams. This seamless integration ensures your team stays up-to-date on client information, enhancing communication and collaboration.
Efficiently manage new clients in Credit Repair Cloud and keep your team informed with this workflow. When a new client is added in Credit Repair Cloud, a corresponding channel will be created in Microsoft Teams. This seamless integration ensures your team stays up-to-date on client information, enhancing communication and collaboration.
- When this happens...New Client
Triggered when you add a new client.
- automatically do this!Create Channel
Creates a new channel within a team. Requires installation of the Zapier app from the Teams Store.
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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
