Credit Repair Cloud + Text Request
Create messages in Text Request for new clients in Credit Repair Cloud
Effortlessly streamline your client onboarding process for your credit repair business with this workflow. When a new client is added in Credit Repair Cloud, a personalized text message is instantly sent via Text Request to welcome them. Save time and enhance your client communication by setting up this seamless automation.
Effortlessly streamline your client onboarding process for your credit repair business with this workflow. When a new client is added in Credit Repair Cloud, a personalized text message is instantly sent via Text Request to welcome them. Save time and enhance your client communication by setting up this seamless automation.
- When this happens...New Client
Triggered when you add a new client.
- automatically do this!Send Message
Sends an SMS message.
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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
