bexio + Credit Repair Cloud
Create new bexio people from Credit Repair Cloud clients
Simplify your client management process by connecting Credit Repair Cloud with Bexio. With this automation, every time a new client is added in Credit Repair Cloud, a person will be created in Bexio, streamlining your workflow and improving efficiency. Spend less time on manual data entry and more time on growing your credit repair business.
Simplify your client management process by connecting Credit Repair Cloud with Bexio. With this automation, every time a new client is added in Credit Repair Cloud, a person will be created in Bexio, streamlining your workflow and improving efficiency. Spend less time on manual data entry and more time on growing your credit repair business.
- When this happens...New Client
Triggered when you add a new client.
- automatically do this!Create Person
Create a new person.
- Free forever for core features
- 14 day trial for premium features & apps
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
