Update SlickText contacts when Credit Repair Cloud clients are updated
Keep your client data up to date across platforms with this efficient workflow. When you update a client's information in Credit Repair Cloud, their contact details will be edited in SlickText simultaneously. Save time and reduce errors by automating this process, ensuring consistent information in both systems.
Keep your client data up to date across platforms with this efficient workflow. When you update a client's information in Credit Repair Cloud, their contact details will be edited in SlickText simultaneously. Save time and reduce errors by automating this process, ensuring consistent information in both systems.
- When this happens...Update Client
Triggered when you update a client.
- automatically do this!Edit Contact
Edits / updates an existing contact's information.
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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