Credit Repair Cloud + EasyMe
Create or update EasyMe clients when new clients are added in Credit Repair Cloud
Effortlessly manage client data between Credit Repair Cloud and EasyMe with this seamless workflow. When you add a new client in Credit Repair Cloud, it will create or update the client in EasyMe, ensuring your records are always up-to-date. Stay organized and save time by eliminating manual data entry, letting you focus on providing top-notch credit repair services for your clients.
Effortlessly manage client data between Credit Repair Cloud and EasyMe with this seamless workflow. When you add a new client in Credit Repair Cloud, it will create or update the client in EasyMe, ensuring your records are always up-to-date. Stay organized and save time by eliminating manual data entry, letting you focus on providing top-notch credit repair services for your clients.
- When this happens...New Client
Triggered when you add a new client.
- automatically do this!Create or Update Client
Creates or updates a client.
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- 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
