Credit Repair Cloud + Formstack Documents
Generate Formstack Documents for new Credit Repair Cloud leads
Efficiently manage and organize your new leads from Credit Repair Cloud by automatically creating merged documents in Formstack Documents. This streamlined workflow not only saves time but also ensures accurate and consistent documentation, making it easier to track and process credit repair requests for your clients.
Efficiently manage and organize your new leads from Credit Repair Cloud by automatically creating merged documents in Formstack Documents. This streamlined workflow not only saves time but also ensures accurate and consistent documentation, making it easier to track and process credit repair requests for your clients.
- When this happens...New Lead
Triggered when you add a new lead.
- automatically do this!Create Document Merge
Send data to your Merge URL.
- Free forever for core features
- 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
