Credit Repair Cloud + Dropbox Sign
Send signature requests from template in Dropbox Sign for new clients in Credit Repair Cloud
Streamline your client onboarding process with this efficient workflow. When you add a new client in Credit Repair Cloud, it triggers a signature request from a preset template in Dropbox Sign. This automation not only saves time but also allows for a smoother, faster client onboarding experience. No more manual data input or tracking; everything is conveniently handled in one go.
Streamline your client onboarding process with this efficient workflow. When you add a new client in Credit Repair Cloud, it triggers a signature request from a preset template in Dropbox Sign. This automation not only saves time but also allows for a smoother, faster client onboarding experience. No more manual data input or tracking; everything is conveniently handled in one go.
- When this happens...New Client
Triggered when you add a new client.
- automatically do this!Send Signature Request From Template
Sends a HelloSign template out for signature request.
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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
