Create quotes in Eworks Manager for new Credit Repair Cloud clients
Easily streamline your client onboarding process with this efficient workflow. When you add a new client in Credit Repair Cloud, it will create a quote for them in Eworks Manager. This seamless integration ensures that your quotes are generated promptly and accurately, allowing you to focus on improving your clients' credit scores while managing your growing business.
- When this happens...New ClientTriggered when you add a new client.
- automatically do this!Create QuoteCreates a Quote.
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More things you can do with Credit Repair Cloud and Eworks Manager
Discover other triggers and actions you can use with Credit Repair Cloud and Eworks Manager
- 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




