Billit + Credit Repair Cloud
Create new Billit customers for new Credit Repair Cloud clients
Effortlessly streamline your client onboarding process with this seamless workflow. When you add a new client in Credit Repair Cloud, it instantly creates a customer profile in Billit, ensuring smooth and efficient management of their billing information. Say goodbye to manual data entry, as this automation takes care of it for you, boosting productivity and giving you more time to focus on growing your business.
Effortlessly streamline your client onboarding process with this seamless workflow. When you add a new client in Credit Repair Cloud, it instantly creates a customer profile in Billit, ensuring smooth and efficient management of their billing information. Say goodbye to manual data entry, as this automation takes care of it for you, boosting productivity and giving you more time to focus on growing your business.
- When this happens...New Client
Triggered when you add a new client.
- automatically do this!Create Customer
This action will create a customer in Billit
- 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
