Find and update existing rows in Stackby for newly updated Credit Letters Software leads
Use this integration to automatically add your newly updated Credit Letters Software leads to Stackby by searching and updating the rows.
Use this integration to automatically add your newly updated Credit Letters Software leads to Stackby by searching and updating the rows.
- When this happens...Update Lead
Triggers when a lead is updated.
- automatically do this...Search Row
Search a row from table
- then do this!Update Row
Updates a row based on search text
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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