Credit Repair Cloud + Moneybird
Add new Credit Repair Cloud clients as contacts in Moneybird
Effortlessly keep your client information updated with this seamless workflow. When a new client is added to Credit Repair Cloud, their contact details will be automatically added to Moneybird as a new contact, ensuring your financial records stay organized and up-to-date. Save time and streamline your client management with this easy-to-set-up automation.
Effortlessly keep your client information updated with this seamless workflow. When a new client is added to Credit Repair Cloud, their contact details will be automatically added to Moneybird as a new contact, ensuring your financial records stay organized and up-to-date. Save time and streamline your client management with this easy-to-set-up automation.
- When this happens...New Client
Triggered when you add a new client.
- automatically do this!Create Contact
Triggers when a new contact is created.
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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
