Credit Repair Cloud + Whaller
Create Whaller messages in sphere for new Credit Repair Cloud clients
Easily manage communication with your new clients in Credit Repair Cloud by automatically creating messages in Whaller with this seamless workflow. Once set up, every time you add a new client in Credit Repair Cloud, a corresponding message will be posted in Sphere within Whaller, ensuring smooth collaboration and quicker communication without any manual effort. This integration helps streamline your onboarding process and keeps your team informed.
Easily manage communication with your new clients in Credit Repair Cloud by automatically creating messages in Whaller with this seamless workflow. Once set up, every time you add a new client in Credit Repair Cloud, a corresponding message will be posted in Sphere within Whaller, ensuring smooth collaboration and quicker communication without any manual effort. This integration helps streamline your onboarding process and keeps your team informed.
- When this happens...New Client
Triggered when you add a new client.
- automatically do this!Create Message in Sphere
Writes a message in a sphere.
- Free forever for core features
- 14 day trial for premium features & apps
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
