BannerSeason + Credit Repair Cloud
Add new Credit Repair Cloud clients to BannerSeason as contacts
Effortlessly maintain your client contacts in BannerSeason whenever a new client is added to Credit Repair Cloud. With this workflow, every time a new client is registered in Credit Repair Cloud, their details will be used to create or update a contact in BannerSeason. This seamless automation ensures your contact list stays up-to-date, saving you time on manual entry and allowing you to focus on providing exceptional service to your clients.
Effortlessly maintain your client contacts in BannerSeason whenever a new client is added to Credit Repair Cloud. With this workflow, every time a new client is registered in Credit Repair Cloud, their details will be used to create or update a contact in BannerSeason. This seamless automation ensures your contact list stays up-to-date, saving you time on manual entry and allowing you to focus on providing exceptional service to your clients.
- When this happens...New Client
Triggered when you add a new client.
- automatically do this!Create or Update Contact
Adds a new contact or updates an existing one in your BannerSeason contact list.
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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
