Create and update notes in Kommo for new clients in Credit Repair Cloud
Effortlessly keep track of client updates with this convenient workflow between Credit Repair Cloud and Kommo. When a new client is added to your Credit Repair Cloud app, this automation will create an update note in Kommo, ensuring that you have all the necessary information in one place. Stay organized and save time by connecting these two apps to streamline your client management process.
Effortlessly keep track of client updates with this convenient workflow between Credit Repair Cloud and Kommo. When a new client is added to your Credit Repair Cloud app, this automation will create an update note in Kommo, ensuring that you have all the necessary information in one place. Stay organized and save time by connecting these two apps to streamline your client management process.
- When this happens...New Client
Triggered when you add a new client.
- automatically do this!Update Note
Updates a note.
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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