Credit Repair Cloud + mfr - field service management
Create new mfr - field service management customers from Credit Repair Cloud clients
Easily manage your credit repair clients and field service tasks within a single workflow. With this automation, every time a new client is added in Credit Repair Cloud, a customer will be created in MFR - Field Service Management app. This saves time and ensures a seamless process for managing your clients and their related field service projects.
Easily manage your credit repair clients and field service tasks within a single workflow. With this automation, every time a new client is added in Credit Repair Cloud, a customer will be created in MFR - Field Service Management app. This saves time and ensures a seamless process for managing your clients and their related field service projects.
- When this happens...New Client
Triggered when you add a new client.
- automatically do this!Create Customer
Creates a customer with a unique customer id in mfr.
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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
