Credit Repair Cloud + Stacker
Create new Stacker records for new Credit Repair Cloud clients
Easily manage your clients' records with this seamless integration between Credit Repair Cloud and Stacker. When a new client is added in Credit Repair Cloud, this workflow automatically creates a new record for them in Stacker. Streamline your client onboarding process and stay organized by ensuring all your client data stays up-to-date in both applications.
Easily manage your clients' records with this seamless integration between Credit Repair Cloud and Stacker. When a new client is added in Credit Repair Cloud, this workflow automatically creates a new record for them in Stacker. Streamline your client onboarding process and stay organized by ensuring all your client data stays up-to-date in both applications.
- When this happens...New Client
Triggered when you add a new client.
- automatically do this!Create New Record
Creates a new Record
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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
