Credit Repair Cloud + Microsoft Excel
Manage new Credit Repair Cloud invoices by adding rows in Microsoft Excel
Easily streamline your accountancy tasks when you use this automation to connect Credit Repair Cloud and Microsoft Excel. Each time a new invoice is created in Credit Repair Cloud, a new row will be added in your Microsoft Excel spreadsheet. Simplify your record keeping, ensuring every invoice is instantly documented, saving you time and increasing productivity.
Easily streamline your accountancy tasks when you use this automation to connect Credit Repair Cloud and Microsoft Excel. Each time a new invoice is created in Credit Repair Cloud, a new row will be added in your Microsoft Excel spreadsheet. Simplify your record keeping, ensuring every invoice is instantly documented, saving you time and increasing productivity.
- When this happens...New Invoice
Triggered when you add a new invoice.
- automatically do this!Add Row
Adds a new row to the end of a worksheet.
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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
