Credit Repair Cloud + Google Drive
Create folders in Google Drive for updated statuses in Credit Repair Cloud
Stay organized and efficient with this streamlined workflow that instantly creates a new folder in your Google Drive whenever there's a change in status within your Credit Repair Cloud app. This automation ensures that your credit repair documents are systematically stored in separate folders, making it easy to access the right files at the right time. Save time and stay focused on improving your clients' credit scores by letting this workflow handle your file organization needs.
Stay organized and efficient with this streamlined workflow that instantly creates a new folder in your Google Drive whenever there's a change in status within your Credit Repair Cloud app. This automation ensures that your credit repair documents are systematically stored in separate folders, making it easy to access the right files at the right time. Save time and stay focused on improving your clients' credit scores by letting this workflow handle your file organization needs.
- When this happens...Status Change
Triggered when you convert status from client to any other status or from any other status to client.
- automatically do this!Create Folder
Triggers when a new folder is added directly to a specific folder (but not its subfolders).
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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
