Credit Repair Cloud + Knack
Create Knack records for new Credit Repair Cloud clients
Effortlessly manage your client information with this automation. When a new client is added in Credit Repair Cloud, this workflow automatically creates a record for them in your Knack app, making it seamless to keep track of essential client details. Save time on manual data entry and focus more on providing your clients with exceptional service.
Effortlessly manage your client information with this automation. When a new client is added in Credit Repair Cloud, this workflow automatically creates a record for them in your Knack app, making it seamless to keep track of essential client details. Save time on manual data entry and focus more on providing your clients with exceptional service.
- When this happens...New Client
Triggered when you add a new client.
- automatically do this!Create Record
Creates a new record to your Knack database.
- Free forever for core features
- 14 day trial for premium features & apps
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
