Clio + Credit Repair Cloud
Create time entries in Clio for updated clients in Credit Repair Cloud
Effortlessly track your clients' progress with this efficient workflow. When you update a client in Credit Repair Cloud, it will create a time entry (activity) in Clio, helping you stay organized and up-to-date. Save time and ensure that important client information is always readily available within your legal practice management software.
Effortlessly track your clients' progress with this efficient workflow. When you update a client in Credit Repair Cloud, it will create a time entry (activity) in Clio, helping you stay organized and up-to-date. Save time and ensure that important client information is always readily available within your legal practice management software.
- When this happens...Update Client
Triggered when you update a client.
- automatically do this!Create Time Entry (Activity)
Creates a new time entry.
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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
