Create threads in Twist for new clients in Credit Repair Cloud
Stay informed and organized by connecting your Credit Repair Cloud and Twist apps with this efficient workflow. Whenever you add a new client in Credit Repair Cloud, it will create a thread in Twist, ensuring your team stays updated and can easily discuss client details. Improve communication and productivity by seamlessly integrating your client management and team collaboration tools.
Stay informed and organized by connecting your Credit Repair Cloud and Twist apps with this efficient workflow. Whenever you add a new client in Credit Repair Cloud, it will create a thread in Twist, ensuring your team stays updated and can easily discuss client details. Improve communication and productivity by seamlessly integrating your client management and team collaboration tools.
- When this happens...New Client
Triggered when you add a new client.
- automatically do this!Post Thread
Post a thread to a channel you choose.
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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