Credit Repair Cloud + Lighthouse By Cloudify
Create new Lighthouse By Cloudify records for incoming Credit Repair Cloud clients
Effortlessly streamline your client onboarding process with this automation. When you add a new client to Credit Repair Cloud, this workflow will create a corresponding record in Lighthouse By Cloudify. Keep your client information organized and easily accessible in both platforms, ensuring a smooth transition when working on credit repair cases.
Effortlessly streamline your client onboarding process with this automation. When you add a new client to Credit Repair Cloud, this workflow will create a corresponding record in Lighthouse By Cloudify. Keep your client information organized and easily accessible in both platforms, ensuring a smooth transition when working on credit repair cases.
- When this happens...New Client
Triggered when you add a new client.
- automatically do this!Create Record
Creates a new record.
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- 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
