Coda + Credit Repair Cloud
Update client in Credit Repair Cloud and create a new row in Coda
Effortlessly maintain accurate client records with this seamless workflow between Credit Repair Cloud and Coda. When a client's information is updated in Credit Repair Cloud, the automation ensures their data is also updated in a Coda document, streamlining your data management process. Save time and boost consistency and organization across both platforms with this integration.
Effortlessly maintain accurate client records with this seamless workflow between Credit Repair Cloud and Coda. When a client's information is updated in Credit Repair Cloud, the automation ensures their data is also updated in a Coda document, streamlining your data management process. Save time and boost consistency and organization across both platforms with this integration.
- When this happens...Update Client
Triggered when you update a client.
- automatically do this!Create Row
Creates a new row in the selected table.
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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
