BoldSign + Credit Repair Cloud
Send documents from template in BoldSign when new clients register in Credit Repair Cloud
Streamline your client management process with this time-saving workflow. Whenever you add a new client in Credit Repair Cloud, it automatically sends them a document from a pre-set BoldSign template. This efficient system not only helps in maintaining constant communication with your customers but also eases the often tedious task of handling client documentation. Boost your productivity and let this automation handle the routine tasks for you.
Streamline your client management process with this time-saving workflow. Whenever you add a new client in Credit Repair Cloud, it automatically sends them a document from a pre-set BoldSign template. This efficient system not only helps in maintaining constant communication with your customers but also eases the often tedious task of handling client documentation. Boost your productivity and let this automation handle the routine tasks for you.
- When this happens...New Client
Triggered when you add a new client.
- automatically do this!Send Document From Template
Create and send a document out for signature based on a BoldSign template.
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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
