Credit Repair Cloud + Docusign
Create and send DocuSign envelopes for new clients in Credit Repair Cloud
Simplify your client onboarding process with this seamless process. Upon the addition of a new client in Credit Repair Cloud, a prompted envelope, sourced from a pre-existing template in DocuSign, is dispatched immediately. This automation not only eliminates the possibility of forgotten steps but also prioritizes time-efficiency and elevates your client experience. Leverage this streamlined procedure to boost productivity in your credit repair operations.
Simplify your client onboarding process with this seamless process. Upon the addition of a new client in Credit Repair Cloud, a prompted envelope, sourced from a pre-existing template in DocuSign, is dispatched immediately. This automation not only eliminates the possibility of forgotten steps but also prioritizes time-efficiency and elevates your client experience. Leverage this streamlined procedure to boost productivity in your credit repair operations.
- When this happens...New Client
Triggered when you add a new client.
- automatically do this!Send Envelope Using Template
Sends a envelope signature request using a template.
- Free forever for core features
- 14 day trial for premium features & apps
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
