Update clients in Credit Repair Cloud and manage conversations in respond.io
Effortlessly manage your client conversations in respond.io whenever there's an update in Credit Repair Cloud. With this workflow, whenever you update a client in Credit Repair Cloud, it will either open or close the conversation in respond.io accordingly. Save time, streamline communication, and keep track of client interactions with this seamless automation.
Effortlessly manage your client conversations in respond.io whenever there's an update in Credit Repair Cloud. With this workflow, whenever you update a client in Credit Repair Cloud, it will either open or close the conversation in respond.io accordingly. Save time, streamline communication, and keep track of client interactions with this seamless automation.
- When this happens...Update Client
Triggered when you update a client.
- automatically do this!Open or Close Conversation
Updates the status of a conversation.
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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