Credit Repair Cloud + RingCentral
Create RingCentral video meetings for new Credit Repair Cloud clients
Easily schedule video meetings with new clients from Credit Repair Cloud with this seamless workflow. When you add a new client in Credit Repair Cloud, a video meeting will be created in RingCentral, helping you connect and engage with your clients efficiently. Enhance your customer experience and reduce manual work with this time-saving automation.
Easily schedule video meetings with new clients from Credit Repair Cloud with this seamless workflow. When you add a new client in Credit Repair Cloud, a video meeting will be created in RingCentral, helping you connect and engage with your clients efficiently. Enhance your customer experience and reduce manual work with this time-saving automation.
- When this happens...New Client
Triggered when you add a new client.
- automatically do this!Create Video Meeting
Creates an instant video meeting. Pair with an additional action to retrieve Join URI from the current action.
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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
