Update DEAR Inventory customers when new clients are added in Credit Repair Cloud
Effortlessly manage your client and customer information across platforms with this automation workflow. When you add a new client in Credit Repair Cloud, this workflow will update the corresponding customer details in DEAR Inventory in no time. Stay organized and ensure accurate data in both systems, saving you time and reducing manual data entry errors.
- When this happens...New ClientTriggered when you add a new client.
- automatically do this!Update CustomerUpdates a customer.
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More things you can do with Credit Repair Cloud and Cin7 Core Inventory
Discover other triggers and actions you can use with Credit Repair Cloud and Cin7 Core Inventory
- Status Change
Triggered when you convert status from client to any other status or from any other status to client.
Try ItTriggerInstant - New Client
Triggered when you add a new client.
Try ItTriggerInstant - New Lead
Triggered when you add a new lead.
Try ItTriggerInstant - Update Lead
Triggered when you update a lead.
Try ItTriggerInstant
- New Affiliate
Triggers when a new affiliate is created.
Try ItTriggerInstant - New Invoice
Triggered when you add a new invoice.
Try ItTriggerInstant - Update Client
Triggered when you update a client.
Try ItTriggerInstant - First 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
ActionWrite




