Credit Repair Cloud + Spoki
Send templates in Spoki for new clients in Credit Repair Cloud
Effortlessly streamline your communication process with new clients in Credit Repair Cloud by sending them a welcome message using the Spoki app. This workflow activates when a new client is added in Credit Repair Cloud, and subsequently sends them a personalized template message via Spoki. Enhance your onboarding experience and stay connected with your clients while saving time on manual tasks.
Effortlessly streamline your communication process with new clients in Credit Repair Cloud by sending them a welcome message using the Spoki app. This workflow activates when a new client is added in Credit Repair Cloud, and subsequently sends them a personalized template message via Spoki. Enhance your onboarding experience and stay connected with your clients while saving time on manual tasks.
- When this happens...New Client
Triggered when you add a new client.
- automatically do this!Send Template
Sends a Template
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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
