Credit Repair Cloud + Microsoft OneNote
Create Microsoft OneNote notes for new Credit Repair Cloud clients
Stay organized and keep track of your new clients in Credit Repair Cloud with this workflow. Once a new client is added in Credit Repair Cloud, a note will be created in a designated Microsoft OneNote section for easy reference. This way, you can efficiently consolidate client information and streamline the client onboarding process.
Stay organized and keep track of your new clients in Credit Repair Cloud with this workflow. Once a new client is added in Credit Repair Cloud, a note will be created in a designated Microsoft OneNote section for easy reference. This way, you can efficiently consolidate client information and streamline the client onboarding process.
- When this happens...New Client
Triggered when you add a new client.
- automatically do this!Create Note in Section
Triggers when a new note is created in a notebook/section.
- 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
