Create and send welcome emails to new clients in Netex learningCloud from Credit Repair Cloud
Effortlessly welcome new clients to your services with this automation workflow. When a new client is added to Credit Repair Cloud, it will instantly send a welcome email through Netex learningCloud, ensuring they have all the necessary information and resources to begin their credit repair journey. Save time and streamline your onboarding process with this seamless integration.
Effortlessly welcome new clients to your services with this automation workflow. When a new client is added to Credit Repair Cloud, it will instantly send a welcome email through Netex learningCloud, ensuring they have all the necessary information and resources to begin their credit repair journey. Save time and streamline your onboarding process with this seamless integration.
- When this happens...New Client
Triggered when you add a new client.
- automatically do this!Send Welcome Mail
Send a welcome email to a user.
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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