CheckFlow + Credit Repair Cloud
Create checklists in CheckFlow for new clients in Credit Repair Cloud
Effortlessly manage your new clients in Credit Repair Cloud by automatically creating a checklist in CheckFlow. With this workflow, whenever you add a new client in Credit Repair Cloud, a checklist will be instantly created in CheckFlow, helping you stay organized and efficient in handling your credit repair tasks. Spend less time manually dealing with checklists and more time focusing on your clients' needs.
Effortlessly manage your new clients in Credit Repair Cloud by automatically creating a checklist in CheckFlow. With this workflow, whenever you add a new client in Credit Repair Cloud, a checklist will be instantly created in CheckFlow, helping you stay organized and efficient in handling your credit repair tasks. Spend less time manually dealing with checklists and more time focusing on your clients' needs.
- When this happens...New Client
Triggered when you add a new client.
- automatically do this!Create Checklist
Creates a new checklist.
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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
