Update clients in Credit Repair Cloud and automatically send channel messages in Slack
Streamline your communication with team members when updates occur within your client's Credit Repair Cloud profile. This workflow responds instantly when a client update takes place in Credit Repair Cloud, and promptly generates a channel message in Slack. It's a great solution to ensure everyone stays informed about client changes, providing better service and response times without manual effort.
Streamline your communication with team members when updates occur within your client's Credit Repair Cloud profile. This workflow responds instantly when a client update takes place in Credit Repair Cloud, and promptly generates a channel message in Slack. It's a great solution to ensure everyone stays informed about client changes, providing better service and response times without manual effort.
- When this happens...Update Client
Triggered when you update a client.
- automatically do this!Send Channel Message
Triggers when a new message is posted to a specific #channel you choose.
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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