Credit Repair Cloud + PassKit Membership
Enroll new Credit Repair Cloud clients as members in PassKit Membership
Easily streamline your client onboarding process with this efficient workflow between Credit Repair Cloud and PassKit Membership. When a new client is added in Credit Repair Cloud, this automation enrolls them as a member in the PassKit Membership app, saving you time and effort while ensuring a smooth and seamless experience for your clients. Simplify the onboarding process and focus on delivering outstanding credit repair services.
Easily streamline your client onboarding process with this efficient workflow between Credit Repair Cloud and PassKit Membership. When a new client is added in Credit Repair Cloud, this automation enrolls them as a member in the PassKit Membership app, saving you time and effort while ensuring a smooth and seamless experience for your clients. Simplify the onboarding process and focus on delivering outstanding credit repair services.
- When this happens...New Client
Triggered when you add a new client.
- automatically do this!Enrol Member
Triggers when a new member enrols into a membership program.
- 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
