Credit Repair Cloud + Microsoft Teams
Create channel messages in Microsoft Teams for new clients in Credit Repair Cloud
Stay informed about new clients in your Credit Repair Cloud app by sending channel messages to Microsoft Teams. With this seamless workflow, every time a new client is added to Credit Repair Cloud, a channel message will be posted in a Microsoft Teams channel of your choice. Keep your team updated and collaborate efficiently without manual intervention.
Stay informed about new clients in your Credit Repair Cloud app by sending channel messages to Microsoft Teams. With this seamless workflow, every time a new client is added to Credit Repair Cloud, a channel message will be posted in a Microsoft Teams channel of your choice. Keep your team updated and collaborate efficiently without manual intervention.
- When this happens...New Client
Triggered when you add a new client.
- automatically do this!Send Channel Message
Sends a message to a channel. 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
