Credit Repair Cloud + Epos Now
Create new Epos Now customers when Credit Repair Cloud clients are added
Effortlessly manage your new Credit Repair Cloud clients by adding them as customers in Epos Now with this seamless workflow. Once activated, each time a new client is created in Credit Repair Cloud, a new customer will be added in Epos Now, ensuring an organized and time-saving client onboarding process. Focus on providing exceptional service and let this automation take care of the rest.
Effortlessly manage your new Credit Repair Cloud clients by adding them as customers in Epos Now with this seamless workflow. Once activated, each time a new client is created in Credit Repair Cloud, a new customer will be added in Epos Now, ensuring an organized and time-saving client onboarding process. Focus on providing exceptional service and let this automation take care of the rest.
- When this happens...New Client
Triggered when you add a new client.
- automatically do this!Add a New Customer
Adds a new customer.
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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
