Credit Repair Cloud + Postal.io
Update clients in Credit Repair Cloud and send items in Postal.io
Effortlessly streamline client updates in Credit Repair Cloud and Postal.io with this seamless workflow. When a client's information is updated in Credit Repair Cloud, an item will be sent through Postal.io, ensuring that clients receive up-to-date materials and enhancing your communication process. Boost your efficiency and strengthen customer relationships with this time-saving automation.
Effortlessly streamline client updates in Credit Repair Cloud and Postal.io with this seamless workflow. When a client's information is updated in Credit Repair Cloud, an item will be sent through Postal.io, ensuring that clients receive up-to-date materials and enhancing your communication process. Boost your efficiency and strengthen customer relationships with this time-saving automation.
- When this happens...Update Client
Triggered when you update a client.
- automatically do this!Send an Item
Send an item from your Postal account. You can configure if you want to send this via an email or directly in the Postal App's Trigger Setup.
- 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
