Create new Hive projects when Credit Repair Cloud clients are added
Streamline your client onboarding process in Credit Repair Cloud by creating a seamless workflow with Hive. With this automation, every time a new client is added in Credit Repair Cloud, a copy of the project in Hive is instantly generated. Save time and ensure consistent project setup across your credit repair business by effortlessly integrating these two powerful platforms.
Streamline your client onboarding process in Credit Repair Cloud by creating a seamless workflow with Hive. With this automation, every time a new client is added in Credit Repair Cloud, a copy of the project in Hive is instantly generated. Save time and ensure consistent project setup across your credit repair business by effortlessly integrating these two powerful platforms.
- When this happens...New Client
Triggered when you add a new client.
- automatically do this!Copy Project
Copy project.
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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