Create and send postcards for new Credit Repair Cloud clients with thanks.io
Effortlessly welcome new clients to your credit repair services with this workflow that connects Credit Repair Cloud and thanks.io. When a new client joins your Credit Repair Cloud system, it triggers a personalized postcard to be sent via thanks.io, providing a warm and professional onboarding experience. Save time and impress your clients with this seamless automation.
- When this happens...New ClientTriggered when you add a new client.
- automatically do this!Send PostcardImmediately sends a postcard. If mailing address isn't provided but email is, we will attempt to lookup mailing address for 7c per successful response.
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More things you can do with Credit Repair Cloud and thanks.io
Discover other triggers and actions you can use with Credit Repair Cloud and thanks.io
- 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




