Credit Repair Cloud + Dovetail
Create notes in Dovetail for new clients in Credit Repair Cloud
Easily keep track of new clients in your Credit Repair Cloud with this seamless workflow. When a new client is added in Credit Repair Cloud, a note will be created in Dovetail, ensuring all important client information is efficiently documented. Save time and maintain organization with this simple automation.
Easily keep track of new clients in your Credit Repair Cloud with this seamless workflow. When a new client is added in Credit Repair Cloud, a note will be created in Dovetail, ensuring all important client information is efficiently documented. Save time and maintain organization with this simple automation.
- When this happens...New Client
Triggered when you add a new client.
- automatically do this!
- 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
