Create FileInvite invites for new Credit Repair Cloud clients
Save time and streamline your client onboarding process with this automation. When you add a new client in Credit Repair Cloud, this workflow will create an invite for them in FileInvite, making it seamless for you to collect important documents and information from your clients. Improve your efficiency and focus on providing excellent credit repair services by letting this workflow handle your client invitations.
Save time and streamline your client onboarding process with this automation. When you add a new client in Credit Repair Cloud, this workflow will create an invite for them in FileInvite, making it seamless for you to collect important documents and information from your clients. Improve your efficiency and focus on providing excellent credit repair services by letting this workflow handle your client invitations.
- When this happens...New Client
Triggered when you add a new client.
- automatically do this!Create Invite
Creates a new invite for an existing person.
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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