Billit + Credit Repair Cloud
Create new Billit customers from Credit Repair Cloud leads
Easily manage your new leads from Credit Repair Cloud by creating customers in Billit with this seamless workflow. Every time a new lead is added in Credit Repair Cloud, a customer will be created in Billit, ensuring your billing process is up-to-date and organized. Save time and boost efficiency by streamlining your lead management and customer creation tasks.
Easily manage your new leads from Credit Repair Cloud by creating customers in Billit with this seamless workflow. Every time a new lead is added in Credit Repair Cloud, a customer will be created in Billit, ensuring your billing process is up-to-date and organized. Save time and boost efficiency by streamlining your lead management and customer creation tasks.
- When this happens...New Lead
Triggered when you add a new lead.
- automatically do this!Create Customer
This action will create a customer in Billit
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- 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
