Send sms messages via CM.com for updated clients in Credit Repair Cloud
Keep your clients informed about their credit repair progress with this efficient workflow. When a client update occurs in Credit Repair Cloud, it will trigger a text message or push notification to be sent via the CM.com app. This seamless process ensures your clients are always up-to-date, while saving time and effort on manual updates.
Keep your clients informed about their credit repair progress with this efficient workflow. When a client update occurs in Credit Repair Cloud, it will trigger a text message or push notification to be sent via the CM.com app. This seamless process ensures your clients are always up-to-date, while saving time and effort on manual updates.
- When this happens...Update Client
Triggered when you update a client.
- automatically do this!Send Text (SMS/Push) Message
Sends an SMS or Push message to one or multiple people.
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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