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.
- When this happens...New ClientTriggered when you add a new client.
- automatically do this!Create Message in SphereWrites a message in a sphere.
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More things you can do with Credit Repair Cloud and Whaller
Discover other triggers and actions you can use with Credit Repair Cloud and Whaller
- 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




