Credit Repair Cloud + OneDrive
Create text files in OneDrive for new Credit Repair Cloud clients
Efficiently manage your client information by automatically creating a new text file in OneDrive whenever a new client is added in Credit Repair Cloud. This workflow helps you save time and ensures all essential client details are well-organized and easily accessible, streamlining your credit repair record-keeping process.
Efficiently manage your client information by automatically creating a new text file in OneDrive whenever a new client is added in Credit Repair Cloud. This workflow helps you save time and ensures all essential client details are well-organized and easily accessible, streamlining your credit repair record-keeping process.
- When this happens...New Client
Triggered when you add a new client.
- automatically do this!Create New Text File
Creates a brand new text file from plain text content you specify.
- 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
