Credit Repair Cloud + Microsoft OneNote
Create Microsoft OneNote notes for new Credit Repair Cloud clients
Effortlessly manage your client notes by connecting Credit Repair Cloud and Microsoft OneNote. With this workflow, every time a new client is added in Credit Repair Cloud, a note will be created in Microsoft OneNote, keeping everything organized and easily accessible. Streamline your credit repair process and ensure important client information is documented efficiently.
Effortlessly manage your client notes by connecting Credit Repair Cloud and Microsoft OneNote. With this workflow, every time a new client is added in Credit Repair Cloud, a note will be created in Microsoft OneNote, keeping everything organized and easily accessible. Streamline your credit repair process and ensure important client information is documented efficiently.
- When this happens...New Client
Triggered when you add a new client.
- automatically do this!Create Note
Create a new note in the "Quick Notes" section of your default notebook.
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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
