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.
- When this happens...New ClientTriggered when you add a new client.
- automatically do this!Add a New CustomerAdds a new customer.
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More things you can do with Credit Repair Cloud and Epos Now
Discover other triggers and actions you can use with Credit Repair Cloud and Epos Now
- Status Change
Triggered when you convert status from client to any other status or from any other status to client.
Try ItTriggerInstant - New Client
Triggered when you add a new client.
Try ItTriggerInstant - New Lead
Triggered when you add a new lead.
Try ItTriggerInstant - Update Lead
Triggered when you update a lead.
Try ItTriggerInstant
- New Affiliate
Triggers when a new affiliate is created.
Try ItTriggerInstant - New Invoice
Triggered when you add a new invoice.
Try ItTriggerInstant - Update Client
Triggered when you update a client.
Try ItTriggerInstant - First 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
ActionWrite







