Credit Repair Cloud + SoTellUs
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.
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 Invoice
Triggered when you add a new invoice.
- automatically do this!Create Invite to Review
Create a new Invitation to Review
- Free forever for core features
- 14 day trial for premium features & apps
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
