Create events in AddEvent for new clients in Credit Repair Cloud
Stay organized and efficient by automatically creating events for new clients in Credit Repair Cloud. With this workflow, every time a new client is added to Credit Repair Cloud, an event will be created in the AddEvent app. Keep track of important milestones and tasks associated with each client, ensuring a streamlined and professional experience for both you and your customers.
- When this happens...New ClientTriggered when you add a new client.
- automatically do this!Create EventCreates a new event on your AddEvent calendar.
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More things you can do with Credit Repair Cloud and AddEvent
Discover other triggers and actions you can use with Credit Repair Cloud and AddEvent
- Status Change
Triggered when you convert status from client to any other status or from any other status to client.
Try ItTriggerInstant - New Client
Triggered when you add a new client.
Try ItTriggerInstant - New Lead
Triggered when you add a new lead.
Try ItTriggerInstant - Update Lead
Triggered when you update a lead.
Try ItTriggerInstant
- New Affiliate
Triggers when a new affiliate is created.
Try ItTriggerInstant - New Invoice
Triggered when you add a new invoice.
Try ItTriggerInstant - Update Client
Triggered when you update a client.
Try ItTriggerInstant - First 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
ActionWrite




