Update Airtable records when new clients are added in Credit Repair Cloud
Keep your client information organized and up-to-date by connecting Credit Repair Cloud with Airtable. With this workflow, whenever a new client is added to Credit Repair Cloud, their details will be used to update a record in an Airtable base. This not only saves time but also ensures your data is always accurate and easily accessible.
Keep your client information organized and up-to-date by connecting Credit Repair Cloud with Airtable. With this workflow, whenever a new client is added to Credit Repair Cloud, their details will be used to update a record in an Airtable base. This not only saves time but also ensures your data is always accurate and easily accessible.
- When this happens...New Client
Triggered when you add a new client.
- automatically do this!Update Record
Update the values of specific cells in an Airtable 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