Create credentials in Accredible Certificates for new clients in Credit Repair Cloud
Effortlessly issue certificates to your new clients in Credit Repair Cloud with this seamless workflow. Once set up, each time you add a new client in Credit Repair Cloud, a corresponding credential will be created in the Accredible Certificates app. This time-saving automation helps your business provide exceptional client experiences while keeping your records organized and up-to-date.
Effortlessly issue certificates to your new clients in Credit Repair Cloud with this seamless workflow. Once set up, each time you add a new client in Credit Repair Cloud, a corresponding credential will be created in the Accredible Certificates app. This time-saving automation helps your business provide exceptional client experiences while keeping your records organized and up-to-date.
- When this happens...New Client
Triggered when you add a new client.
- automatically do this!Create Credential
Creates a new certificate or badge.
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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