Autotask + Credit Repair Cloud
Update Autotask companies for new Credit Repair Cloud clients
Streamline your client onboarding process with this efficient workflow that connects Credit Repair Cloud and Autotask. Whenever a new client is added to Credit Repair Cloud, their information is instantly updated in Autotask as the company details. This automation not only saves time but also ensures accurate data transfer, allowing you to focus on providing top-notch service to your clients.
Streamline your client onboarding process with this efficient workflow that connects Credit Repair Cloud and Autotask. Whenever a new client is added to Credit Repair Cloud, their information is instantly updated in Autotask as the company details. This automation not only saves time but also ensures accurate data transfer, allowing you to focus on providing top-notch service to your clients.
- When this happens...New Client
Triggered when you add a new client.
- automatically do this!Update Company
Update a company.
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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
