Update contacts in Protexting when clients are updated in Credit Repair Cloud
Easily maintain updated client information in your Protexting app whenever changes are made within Credit Repair Cloud. With this convenient automation, whenever a client's details are updated in Credit Repair Cloud, their contact information will be instantly updated in Protexting. This ensures seamless communication and consistent records across both platforms, saving you time and reducing the risk of outdated or incorrect contact information.
Easily maintain updated client information in your Protexting app whenever changes are made within Credit Repair Cloud. With this convenient automation, whenever a client's details are updated in Credit Repair Cloud, their contact information will be instantly updated in Protexting. This ensures seamless communication and consistent records across both platforms, saving you time and reducing the risk of outdated or incorrect contact information.
- When this happens...Update Client
Triggered when you update a client.
- automatically do this!Update Contact
Update Contact by Phone Number
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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