Chatter + Credit Repair Cloud
Create Chatter posts for new Credit Repair Cloud clients
Keep your team informed about new clients in your credit repair business by automatically creating a post in your Chatter feed. This workflow triggers when a new client is added in Credit Repair Cloud and instantly shares a new post with client details in your Chatter app. Stay updated and seamlessly collaborate with your team on every new client's progress.
Keep your team informed about new clients in your credit repair business by automatically creating a post in your Chatter feed. This workflow triggers when a new client is added in Credit Repair Cloud and instantly shares a new post with client details in your Chatter app. Stay updated and seamlessly collaborate with your team on every new client's progress.
- When this happens...New Client
Triggered when you add a new client.
- automatically do this!New Post in Feed
Triggers when any new post occurs in your Chatter Feed.
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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
