Send channel messages in Slack for new clients in Credit Repair Cloud
Simplify the way your team communicates with this efficient workflow. When there's a new client in Credit Repair Cloud, a message will be promptly delivered to a designated Slack channel. This seamless method keeps everyone on the team up-to-date with new client information, ensuring better and faster correspondence.
Simplify the way your team communicates with this efficient workflow. When there's a new client in Credit Repair Cloud, a message will be promptly delivered to a designated Slack channel. This seamless method keeps everyone on the team up-to-date with new client information, ensuring better and faster correspondence.
- When this happens...New Client
Triggered when you add a new 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