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.
- When this happens...Update ClientTriggered when you update a client.
- automatically do this!Create or Update User and Apply TagCreate a new profile or update properties of an existing profile and apply a tag.
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More things you can do with Credit Repair Cloud and Bento
Discover other triggers and actions you can use with Credit Repair Cloud and Bento
- 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




