Create and update Trainerize clients when new clients are added in Credit Repair Cloud
Effortlessly keep your client information updated between Credit Repair Cloud and Trainerize with this seamless workflow. Whenever you add a new client in Credit Repair Cloud, their details will be automatically sent to Trainerize, either creating a new client or updating an existing one. This way, you can save time on manual data entry and ensure your records are always accurate and up-to-date.
Effortlessly keep your client information updated between Credit Repair Cloud and Trainerize with this seamless workflow. Whenever you add a new client in Credit Repair Cloud, their details will be automatically sent to Trainerize, either creating a new client or updating an existing one. This way, you can save time on manual data entry and ensure your records are always accurate and up-to-date.
- When this happens...New Client
Triggered when you add a new client.
- automatically do this!Create / Update Client V2
Creates a new client or updates an existing one.
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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