CosmoLex + Credit Repair Cloud
Create new CosmoLex contacts for Credit Repair Cloud clients
Effortlessly manage your new clients with this seamless Credit Repair Cloud to CosmoLex automation. Whenever a new client is added in Credit Repair Cloud, this workflow creates a corresponding contact in CosmoLex, ensuring that your client details are up-to-date and organized in both systems. Save time and prevent manual data entry errors with this efficient process, providing a smoother experience for both you and your clients.
Effortlessly manage your new clients with this seamless Credit Repair Cloud to CosmoLex automation. Whenever a new client is added in Credit Repair Cloud, this workflow creates a corresponding contact in CosmoLex, ensuring that your client details are up-to-date and organized in both systems. Save time and prevent manual data entry errors with this efficient process, providing a smoother experience for both you and your clients.
- When this happens...New Client
Triggered when you add a new client.
- automatically do this!Create Contact
Creates a new contact.
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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
