Credit Repair Cloud + Dotloop
Create loops in Dotloop for updated clients in Credit Repair Cloud
Effortlessly manage your client updates and paperwork with this seamless workflow between Credit Repair Cloud and Dotloop. When a client is updated in Credit Repair Cloud, a new Loop is automatically created in Dotloop, saving you time and ensuring a streamlined process for your client's documents. Enhance your productivity and keep your focus on delivering top-notch credit repair services with this efficient automation.
Effortlessly manage your client updates and paperwork with this seamless workflow between Credit Repair Cloud and Dotloop. When a client is updated in Credit Repair Cloud, a new Loop is automatically created in Dotloop, saving you time and ensuring a streamlined process for your client's documents. Enhance your productivity and keep your focus on delivering top-notch credit repair services with this efficient automation.
- When this happens...Update Client
Triggered when you update a client.
- automatically do this!Create Loop
Triggers when a new loop is created.
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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
