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.
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 Client
Triggered when you add a new client.
- automatically do this!Send Postcard
Sends a postcard to a customer using the provided template ID or a body, as well as contact and address information.
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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