Upload files to Dropbox when clients are updated in Credit Repair Cloud
Effortlessly keep your Dropbox files up-to-date with client information from Credit Repair Cloud. With this automation, whenever a client profile is updated in Credit Repair Cloud, a file is uploaded to Dropbox, ensuring you always have the latest information at your fingertips. Save time and stay organized by streamlining your client data management process.
Effortlessly keep your Dropbox files up-to-date with client information from Credit Repair Cloud. With this automation, whenever a client profile is updated in Credit Repair Cloud, a file is uploaded to Dropbox, ensuring you always have the latest information at your fingertips. Save time and stay organized by streamlining your client data management process.
- When this happens...Update Client
Triggered when you update a client.
- 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