Notify Microsoft Teams with chat messages for new clients in Credit Repair Cloud
Stay on top of new client information with this seamless integration between Credit Repair Cloud and Microsoft Teams. When a new client is added in Credit Repair Cloud, a chat message will be sent to a selected channel in Microsoft Teams, ensuring your team is immediately informed and ready to assist. This workflow helps save time and promotes efficient collaboration within your team.
Stay on top of new client information with this seamless integration between Credit Repair Cloud and Microsoft Teams. When a new client is added in Credit Repair Cloud, a chat message will be sent to a selected channel in Microsoft Teams, ensuring your team is immediately informed and ready to assist. This workflow helps save time and promotes efficient collaboration within your team.
- When this happens...New Client
Triggered when you add a new client.
- automatically do this!Send Chat Message
Sends a message in an existing chat.
- Free forever for core features
- 14 day trial for premium features & apps
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