Credit Letters Software + Google Drive
Add newly-generated letter files in Credit Letters Software to Google Drive
Use this integration to automatically store new generated letters in Credit Letters Software as files in your Google Drive for easy access by your team. Once this integration has been set up, each new generated letter will be automatically copied to Google Drive.
Use this integration to automatically store new generated letters in Credit Letters Software as files in your Google Drive for easy access by your team. Once this integration has been set up, each new generated letter will be automatically copied to Google Drive.
- When this happens...New Letter Generated
Triggers when a new letter is generated.
- automatically do this!Upload File
Triggers when any new file is added (inside of any folder).
- Free forever for core features
- 14 day trial for premium features & apps
Client Status Changed
Triggers when a client status is changed.
Try ItNew Client
Triggers when a new client is created.
Try ItNew Letter Generated
Triggers when a new letter is generated.
Try ItUpdate Lead
Triggers when a lead is updated.
Try It
Delete Lead
Triggers when a lead is deleted.
Try ItNew Lead
Triggers when a new lead is created.
Try ItUpdate Client
Triggers when a client is updated.
Try ItFirst NameRequired
Last NameRequired
Full Name
EmailRequired
PhoneRequired
Date Of BirthRequired
Street Number
Street Name
State
City
ZipRequired
SSN
What Is Your Main GoalRequired
StatusRequired
Document Tracking Number
Client Portal Access
