Credit Repair Cloud + Lexware Office
Update client in Credit Repair Cloud and upload documents for bookkeeping purposes in lexoffice
Keep your bookkeeping records up-to-date while managing your clients' credit repair cases with this seamless workflow. Whenever you update a client in Credit Repair Cloud, the system will instantly upload a relevant document within lexoffice, saving you time and ensuring accurate record-keeping for your business. Stay organized and efficient by automating this process with this integration.
Keep your bookkeeping records up-to-date while managing your clients' credit repair cases with this seamless workflow. Whenever you update a client in Credit Repair Cloud, the system will instantly upload a relevant document within lexoffice, saving you time and ensuring accurate record-keeping for your business. Stay organized and efficient by automating this process with this integration.
- When this happens...Update Client
Triggered when you update a client.
- automatically do this!Upload Document for Bookkeeping Purposes
Uploads document for bookkeeping purposes (PDF/JPG/PNG).
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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
