Create Gravity Forms entries for new Credit Repair Cloud clients
Effortlessly manage and organize new clients in your Credit Repair Cloud app with this handy workflow. When a new client is added, it will create an entry in your Gravity Forms app, ensuring all client information is updated and easily accessible. Save time and stay organized with this streamlined process, taking the work out of maintaining your client database.
Effortlessly manage and organize new clients in your Credit Repair Cloud app with this handy workflow. When a new client is added, it will create an entry in your Gravity Forms app, ensuring all client information is updated and easily accessible. Save time and stay organized with this streamlined process, taking the work out of maintaining your client database.
- When this happens...New Client
Triggered when you add a new client.
- automatically do this!Create Entry
Creates a new form entry.
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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