Move files in Dropbox for new Credit Repair Cloud clients
Effortlessly manage and organize your client files with this seamless Credit Repair Cloud and Dropbox integration. When a new client is added to Credit Repair Cloud, their corresponding file will be moved to a designated folder in Dropbox. This streamlined workflow saves you time and ensures all important documents are neatly stored in one convenient location.
Effortlessly manage and organize your client files with this seamless Credit Repair Cloud and Dropbox integration. When a new client is added to Credit Repair Cloud, their corresponding file will be moved to a designated folder in Dropbox. This streamlined workflow saves you time and ensures all important documents are neatly stored in one convenient location.
- When this happens...New Client
Triggered when you add a new client.
- automatically do this!Move File
Moves a file to a new location at the path you specify.
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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