Credit Repair Cloud + OneNote
Create OneNote notes for new Credit Repair Cloud leads
Effortlessly manage and organize leads with this seamless connection between Credit Repair Cloud and OneNote. When a new lead is added in Credit Repair Cloud, a note is created in OneNote, ensuring all crucial information is easily accessible and up-to-date in your notebook. Save time and stay organized with this streamlined automation that keeps your lead details at your fingertips.
Effortlessly manage and organize leads with this seamless connection between Credit Repair Cloud and OneNote. When a new lead is added in Credit Repair Cloud, a note is created in OneNote, ensuring all crucial information is easily accessible and up-to-date in your notebook. Save time and stay organized with this streamlined automation that keeps your lead details at your fingertips.
- When this happens...New Lead
Triggered when you add a new lead.
- automatically do this!Create Note
Create a new note in the "Quick Notes" section of your default notebook.
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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