Create and send messages for new Credit Repair Cloud clients with Sakari SMS
Effortlessly streamline your client onboarding process with this workflow that connects Credit Repair Cloud and Sakari SMS. When a new client is added in Credit Repair Cloud, a personalized message will be sent via Sakari SMS to welcome them and provide important updates. This seamless integration saves time and ensures your clients receive a consistent and professional experience right from the start.
Effortlessly streamline your client onboarding process with this workflow that connects Credit Repair Cloud and Sakari SMS. When a new client is added in Credit Repair Cloud, a personalized message will be sent via Sakari SMS to welcome them and provide important updates. This seamless integration saves time and ensures your clients receive a consistent and professional experience right from the start.
- When this happens...New Client
Triggered when you add a new client.
- automatically do this!Send Message
Sends a new message.
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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