Credit Letters Software + OneDrive
Add new generated letters in Credit Letters Software to OneDrive
Use this integration to automatically store new generated Letter file to OneDrive for easy access by your team. Once this integration has been set up, all new generated Letter will be automatically copied to OneDrive.
Use this integration to automatically store new generated Letter file to OneDrive for easy access by your team. Once this integration has been set up, all new generated Letter will be automatically copied to OneDrive.
- When this happens...New Letter Generated
Triggers when a new letter is generated.
- automatically do this!Upload File
Upload an existing file or attachment not bigger than 60 MB.
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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
