Credit Repair Cloud + FacturaDirecta
Create sales invoices in FacturaDirecta for updated clients in Credit Repair Cloud
Effortlessly manage your invoicing process when a client is updated in Credit Repair Cloud with this efficient workflow. Each time a client's information is modified in Credit Repair Cloud, a new sales invoice will be created in FacturaDirecta. This automation keeps your billing records up-to-date, allowing you to focus on providing exceptional service to your clients.
Effortlessly manage your invoicing process when a client is updated in Credit Repair Cloud with this efficient workflow. Each time a client's information is modified in Credit Repair Cloud, a new sales invoice will be created in FacturaDirecta. This automation keeps your billing records up-to-date, allowing you to focus on providing exceptional service to your clients.
- When this happens...Update Client
Triggered when you update a client.
- automatically do this!Create Sales Invoice
Creates a sales invoice (with line-item support).
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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
