Create DatHuis contacts for new Credit Repair Cloud clients
Effortlessly maintain your client list by connecting Credit Repair Cloud and DatHuis with this seamless automation. When you add a new client in Credit Repair Cloud, this workflow will create a contact by event in DatHuis, keeping your records up-to-date in both apps. Save time and improve organization with this efficient solution.
Effortlessly maintain your client list by connecting Credit Repair Cloud and DatHuis with this seamless automation. When you add a new client in Credit Repair Cloud, this workflow will create a contact by event in DatHuis, keeping your records up-to-date in both apps. Save time and improve organization with this efficient solution.
- When this happens...New Client
Triggered when you add a new client.
- automatically do this!Create Contact by Event
Creates a new contact and event.
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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