Create documents in Docupilot for new clients added in Credit Repair Cloud
Effortlessly manage documentation for your clients with this Credit Repair Cloud and Docupilot automation. When you add a new client in Credit Repair Cloud, a document will be created in Docupilot, saving you time and ensuring accuracy in your records. Keep your focus on helping clients improve their credit scores while maintaining an organized and efficient documentation process.
Effortlessly manage documentation for your clients with this Credit Repair Cloud and Docupilot automation. When you add a new client in Credit Repair Cloud, a document will be created in Docupilot, saving you time and ensuring accuracy in your records. Keep your focus on helping clients improve their credit scores while maintaining an organized and efficient documentation process.
- When this happens...New Client
Triggered when you add a new client.
- automatically do this!Create Document
Creates a new document from a specified 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