Update clients in Credit Repair Cloud and create contacts in Mobiz SMS
Maintain up-to-date Mobiz SMS contacts with this efficient workflow. When a client's information in Credit Repair Cloud changes, it automatically creates a new contact in Mobiz SMS, ensuring you always have current client details for your SMS marketing campaigns. Streamline your client management process and keep organized records with this seamless integration.
- When this happens...Update ClientTriggered when you update a client.
- automatically do this!Create ContactCreates a contact. "** You are required to have the correct SMS contact permissions for these contacts. Depending on your account settings within the Mobiz app, an SMS may be sent to these contacts that are synced. Should you require more information, please contact the Mobiz support team **".
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More things you can do with Credit Repair Cloud and Mobiz SMS
Discover other triggers and actions you can use with Credit Repair Cloud and Mobiz SMS
- Status Change
Triggered when you convert status from client to any other status or from any other status to client.
Try ItTriggerInstant - New Client
Triggered when you add a new client.
Try ItTriggerInstant - New Lead
Triggered when you add a new lead.
Try ItTriggerInstant - Update Lead
Triggered when you update a lead.
Try ItTriggerInstant
- New Affiliate
Triggers when a new affiliate is created.
Try ItTriggerInstant - New Invoice
Triggered when you add a new invoice.
Try ItTriggerInstant - Update Client
Triggered when you update a client.
Try ItTriggerInstant - First 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
ActionWrite




