Credit Repair Cloud + Filepass
Create new Filepass projects from new Credit Repair Cloud leads
Easily manage your leads from Credit Repair Cloud by creating new projects in Filepass. With this workflow, whenever a new lead is added in Credit Repair Cloud, a new project is immediately set up in Filepass, ensuring a seamless organization of your client information. Save time and enhance productivity by automating this essential task, keeping everything up to date and in order.
Easily manage your leads from Credit Repair Cloud by creating new projects in Filepass. With this workflow, whenever a new lead is added in Credit Repair Cloud, a new project is immediately set up in Filepass, ensuring a seamless organization of your client information. Save time and enhance productivity by automating this essential task, keeping everything up to date and in order.
- When this happens...New Lead
Triggered when you add a new lead.
- automatically do this!New Project
Create a new project.
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- 14 day trial for premium features & apps
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
