Credit Repair Cloud + Docubee
Update client in Credit Repair Cloud and start workflow instances in Docubee
Stay on top of client updates in Credit Repair Cloud by seamlessly initiating Docubee workflows. With this integration, whenever a client is updated in Credit Repair Cloud, a new workflow instance will be started in Docubee, keeping your processes in sync and ensuring smooth management of your credit repair business. This automation helps you save time and maintain consistency across your client handling tasks.
Stay on top of client updates in Credit Repair Cloud by seamlessly initiating Docubee workflows. With this integration, whenever a client is updated in Credit Repair Cloud, a new workflow instance will be started in Docubee, keeping your processes in sync and ensuring smooth management of your credit repair business. This automation helps you save time and maintain consistency across your client handling tasks.
- When this happens...Update Client
Triggered when you update a client.
- automatically do this!Start a Workflow Instance
Sends data to start an OnTask Workflow Template
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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
