Credit Repair Cloud + Infinity
Create new Infinity items for every new client from Credit Repair Cloud
Effortlessly manage your new clients in Credit Repair Cloud by automatically creating a new item in Infinity for each one. With this workflow, every time a new client is added to Credit Repair Cloud, a new item will be created in Infinity, allowing you to efficiently organize and track your clients without manually copying their information between the two apps. Save time and focus on more important tasks to grow your business.
Effortlessly manage your new clients in Credit Repair Cloud by automatically creating a new item in Infinity for each one. With this workflow, every time a new client is added to Credit Repair Cloud, a new item will be created in Infinity, allowing you to efficiently organize and track your clients without manually copying their information between the two apps. Save time and focus on more important tasks to grow your business.
- When this happens...New Client
Triggered when you add a new client.
- automatically do this!Create a New Item
Creates a new item in a specific workspace, board and folder.
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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
