Create contacts in SMSAPI for new clients in Credit Repair Cloud
Stay connected with your new clients by automating your SMS communication process. With this workflow, whenever a new client is added in Credit Repair Cloud, a contact will be created in SMSAPI, ensuring you keep track of your growing client list and can easily engage with them through text messages. Manage your client communication efficiently and save time with this seamless integration.
Stay connected with your new clients by automating your SMS communication process. With this workflow, whenever a new client is added in Credit Repair Cloud, a contact will be created in SMSAPI, ensuring you keep track of your growing client list and can easily engage with them through text messages. Manage your client communication efficiently and save time with this seamless integration.
- When this happens...New Client
Triggered when you add a new client.
- automatically do this!Create Contact
Creates a new contact with defined variables.
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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