Credit Repair Cloud + LiveAgent
Create LiveAgent customers from new Credit Repair Cloud clients
Efficiently manage your new clients in Credit Repair Cloud by seamlessly adding them as customers in LiveAgent. This workflow triggers when a new client is added in Credit Repair Cloud and instantly creates a new customer in LiveAgent, ensuring a smooth and organized onboarding process. Streamline your client management and improve your overall customer support with this time-saving automation.
Efficiently manage your new clients in Credit Repair Cloud by seamlessly adding them as customers in LiveAgent. This workflow triggers when a new client is added in Credit Repair Cloud and instantly creates a new customer in LiveAgent, ensuring a smooth and organized onboarding process. Streamline your client management and improve your overall customer support with this time-saving automation.
- When this happens...New Client
Triggered when you add a new client.
- automatically do this!Add New Customer
Adds new contact/customer to system.
- 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
