Credit Repair Cloud + Formstack Documents
Create document merges in Formstack Documents for new clients in Credit Repair Cloud
Effortlessly streamline your client onboarding process with this workflow that connects Credit Repair Cloud to Formstack Documents. When you add a new client in Credit Repair Cloud, this automation will create a personalized document in Formstack Documents using the provided client information. Save time and reduce manual tasks while ensuring consistent, professional documents for each client.
Effortlessly streamline your client onboarding process with this workflow that connects Credit Repair Cloud to Formstack Documents. When you add a new client in Credit Repair Cloud, this automation will create a personalized document in Formstack Documents using the provided client information. Save time and reduce manual tasks while ensuring consistent, professional documents for each client.
- When this happens...New Client
Triggered when you add a new client.
- automatically do this!Create Document Merge
Send data to your Merge URL.
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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
