Credit Repair Cloud + Microsoft Office 365
Send emails in Microsoft Office 365 when clients are updated in Credit Repair Cloud
Stay on top of client updates in Credit Repair Cloud with this efficient workflow. When a client update occurs in the credit repair software, an email will be automatically sent from your Microsoft Office 365 account, keeping you and your team informed about the latest changes. Improve communication and streamline your client management process with this seamless automation.
Stay on top of client updates in Credit Repair Cloud with this efficient workflow. When a client update occurs in the credit repair software, an email will be automatically sent from your Microsoft Office 365 account, keeping you and your team informed about the latest changes. Improve communication and streamline your client management process with this seamless automation.
- When this happens...Update Client
Triggered when you update a client.
- automatically do this!Send Email
Send an email from your Office 365 account.
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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
