Upload new Credit Repair Cloud leads to Dropbox as files
Effortlessly manage your credit repair leads and streamline file storage with this powerful workflow. Once activated, each time a new lead is added in Credit Repair Cloud, their file will be uploaded to a designated Dropbox folder. Allocate more time to assisting your clients and let this integration keep your documents organized behind the scenes.
Effortlessly manage your credit repair leads and streamline file storage with this powerful workflow. Once activated, each time a new lead is added in Credit Repair Cloud, their file will be uploaded to a designated Dropbox folder. Allocate more time to assisting your clients and let this integration keep your documents organized behind the scenes.
- When this happens...New Lead
Triggered when you add a new lead.
- automatically do this!Upload File
Search for a specific file by name. Make sure the number of files/folders in the watched folder does not exceed 4000.
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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