Credit Repair Cloud + Nusii Proposals
Create Nusii Proposals clients from new Credit Repair Cloud clients
Effortlessly manage your new clients in both Credit Repair Cloud and Nusii Proposals with this time-saving workflow. When a new client is added in Credit Repair Cloud, this automation will create a client in Nusii Proposals, ensuring a seamless process that keeps your client information consistent across both platforms. Stay organized and streamline your client onboarding experience with this convenient solution.
Effortlessly manage your new clients in both Credit Repair Cloud and Nusii Proposals with this time-saving workflow. When a new client is added in Credit Repair Cloud, this automation will create a client in Nusii Proposals, ensuring a seamless process that keeps your client information consistent across both platforms. Stay organized and streamline your client onboarding experience with this convenient solution.
- When this happens...New Client
Triggered when you add a new client.
- automatically do this!Create Client
Creates a new client.
- 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
