Bento + Credit Repair Cloud
Update clients in Credit Repair Cloud and add tags in Bento automatically
Effortlessly keep your client records organized and up-to-date with this seamless workflow between Credit Repair Cloud and Bento. When you update a client in Credit Repair Cloud, this automation will instantly add a tag to the corresponding client in Bento, ensuring your customer data stays accurate and consistent across platforms. Streamline your client management process and never worry about missing updates again.
Effortlessly keep your client records organized and up-to-date with this seamless workflow between Credit Repair Cloud and Bento. When you update a client in Credit Repair Cloud, this automation will instantly add a tag to the corresponding client in Bento, ensuring your customer data stays accurate and consistent across platforms. Streamline your client management process and never worry about missing updates again.
- When this happens...Update Client
Triggered when you update a client.
- automatically do this!Create or Update User and Apply Tag
Create a new profile or update properties of an existing profile and apply a tag.
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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
