Cognito Forms + Credit Repair Cloud
Create new Cognito Forms entries from Credit Repair Cloud clients
Effortlessly streamline your client onboarding process with this workflow that connects Credit Repair Cloud and Cognito Forms. When a new client is added in Credit Repair Cloud, this automation will create an entry in Cognito Forms, ensuring that their information is easily accessible and organized. Save time and reduce manual data entry by implementing this seamless process.
Effortlessly streamline your client onboarding process with this workflow that connects Credit Repair Cloud and Cognito Forms. When a new client is added in Credit Repair Cloud, this automation will create an entry in Cognito Forms, ensuring that their information is easily accessible and organized. Save time and reduce manual data entry by implementing this seamless process.
- When this happens...New Client
Triggered when you add a new client.
- automatically do this!Create Entry
Creates a new 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
