Credit Repair Cloud + Lexware Office
Create documents for bookkeeping in lexoffice when new clients are added to Credit Repair Cloud
Effortlessly manage your bookkeeping tasks when adding new clients in Credit Repair Cloud. This workflow triggers when a new client is added in Credit Repair Cloud, and uploads a document related to the client directly to lexoffice for seamless bookkeeping. Save time and stay organized by eliminating manual file transfers between these essential business apps.
Effortlessly manage your bookkeeping tasks when adding new clients in Credit Repair Cloud. This workflow triggers when a new client is added in Credit Repair Cloud, and uploads a document related to the client directly to lexoffice for seamless bookkeeping. Save time and stay organized by eliminating manual file transfers between these essential business apps.
- When this happens...New Client
Triggered when you add a new 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
