Create ringout calls in RingCentral for new clients in Credit Repair Cloud
Connect your Credit Repair Cloud and RingCentral apps to effortlessly streamline your client onboarding process. With this workflow, whenever you add a new client in Credit Repair Cloud, a ringout call will be generated in RingCentral, ensuring prompt communication and a seamless welcome experience for your clients. Improve efficiency and maintain high-quality customer service with this easy-to-implement automation.
Connect your Credit Repair Cloud and RingCentral apps to effortlessly streamline your client onboarding process. With this workflow, whenever you add a new client in Credit Repair Cloud, a ringout call will be generated in RingCentral, ensuring prompt communication and a seamless welcome experience for your clients. Improve efficiency and maintain high-quality customer service with this easy-to-implement automation.
- When this happens...New Client
Triggered when you add a new client.
- automatically do this!Generate Ringout Call
Starts a 2-legged RingOutCall based on specified from and to numbers.
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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