Create events in Microsoft Office 365 for updated clients in Credit Repair Cloud
Effortlessly stay organized and ensure every client update in Credit Repair Cloud leads to a new event in Microsoft Office 365 with this seamless workflow. Whenever a client is updated within the Credit Repair Cloud app, this automation will create a corresponding event in your Microsoft Office 365 calendar, helping you keep track of important changes and manage client progress efficiently. Save time and enhance productivity by letting this integration handle the hassle of manual event creation for you.
Effortlessly stay organized and ensure every client update in Credit Repair Cloud leads to a new event in Microsoft Office 365 with this seamless workflow. Whenever a client is updated within the Credit Repair Cloud app, this automation will create a corresponding event in your Microsoft Office 365 calendar, helping you keep track of important changes and manage client progress efficiently. Save time and enhance productivity by letting this integration handle the hassle of manual event creation for you.
- When this happens...Update Client
Triggered when you update a client.
- automatically do this!Create Event
Create an event in the calendar of your choice.
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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