Credit Repair Cloud + MetaLocator
Create new MetaLocator records when Credit Repair Cloud clients are added
Easily manage new clients in your Credit Repair Cloud app by updating their records in MetaLocator with this streamlined workflow. When a new client is added in Credit Repair Cloud, their information will be instantly updated in MetaLocator, ensuring that both platforms stay consistent and up-to-date. Save time and reduce manual entry by integrating these essential business applications for a seamless client management experience.
Easily manage new clients in your Credit Repair Cloud app by updating their records in MetaLocator with this streamlined workflow. When a new client is added in Credit Repair Cloud, their information will be instantly updated in MetaLocator, ensuring that both platforms stay consistent and up-to-date. Save time and reduce manual entry by integrating these essential business applications for a seamless client management experience.
- When this happens...New Client
Triggered when you add a new client.
- automatically do this!Update Record
This action updates a specific record in MetaLocator.
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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
