Credit Repair Cloud + Whaller
Create Whaller messages for updated Credit Repair Cloud clients
Stay up-to-date on client updates in Credit Repair Cloud by automatically transferring the information to Whaller. With this workflow, every time a client is updated in Credit Repair Cloud, a new message will be created in Sphere within Whaller, ensuring seamless communication and organization. Improve team collaboration and efficiency by keeping all essential client updates easily accessible in one unified platform.
Stay up-to-date on client updates in Credit Repair Cloud by automatically transferring the information to Whaller. With this workflow, every time a client is updated in Credit Repair Cloud, a new message will be created in Sphere within Whaller, ensuring seamless communication and organization. Improve team collaboration and efficiency by keeping all essential client updates easily accessible in one unified platform.
- When this happens...Update Client
Triggered when you update a client.
- automatically do this!Create Message in Sphere
Writes a message in a sphere.
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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
