Circle + Credit Repair Cloud
Create Circle posts for new Credit Repair Cloud clients
Easily stay on top of your growing client base with this workflow between Credit Repair Cloud and Circle. Whenever a new client is added in Credit Repair Cloud, a post will be created in Circle, ensuring your team is informed and ready to assist, without any manual intervention. Streamline your client management process and keep your team updated with this seamless automation.
Easily stay on top of your growing client base with this workflow between Credit Repair Cloud and Circle. Whenever a new client is added in Credit Repair Cloud, a post will be created in Circle, ensuring your team is informed and ready to assist, without any manual intervention. Streamline your client management process and keep your team updated with this seamless automation.
- When this happens...New Client
Triggered when you add a new client.
- automatically do this!Create Post
Creates a new post on a community.
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- 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
