Credit Repair Cloud + OneDrive
Create new OneDrive folders for each Credit Repair Cloud client
Organize your client information efficiently with this Credit Repair Cloud and OneDrive integration. When you add a new client in Credit Repair Cloud, this workflow will create a corresponding folder in OneDrive, ensuring a seamless organization for your client records. Stay on top of your documentation and streamline your process with this effective automation.
Organize your client information efficiently with this Credit Repair Cloud and OneDrive integration. When you add a new client in Credit Repair Cloud, this workflow will create a corresponding folder in OneDrive, ensuring a seamless organization for your client records. Stay on top of your documentation and streamline your process with this effective automation.
- When this happens...New Client
Triggered when you add a new client.
- automatically do this!Create Folder
Creates a new folder.
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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
