Create SoTellUs review invites for new Credit Repair Cloud invoices
Boost your client satisfaction by inviting them to review their experience with your credit repair services. With this workflow, every time you create a new invoice in Credit Repair Cloud, an invite to review will be sent through SoTellUs, allowing you to gather valuable feedback and enhance your services. Save time by streamlining this process and focusing on what truly matters - helping your clients repair their credit.
- When this happens...New InvoiceTriggered when you add a new invoice.
- automatically do this!Create Invite to ReviewCreate a new Invitation to Review
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More things you can do with Credit Repair Cloud and SoTellUs
Discover other triggers and actions you can use with Credit Repair Cloud and SoTellUs
- Status Change
Triggered when you convert status from client to any other status or from any other status to client.
Try ItTriggerInstant - New Client
Triggered when you add a new client.
Try ItTriggerInstant - New Lead
Triggered when you add a new lead.
Try ItTriggerInstant - Update Lead
Triggered when you update a lead.
Try ItTriggerInstant
- New Affiliate
Triggers when a new affiliate is created.
Try ItTriggerInstant - New Invoice
Triggered when you add a new invoice.
Try ItTriggerInstant - Update Client
Triggered when you update a client.
Try ItTriggerInstant - First 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
ActionWrite




