Credit Repair Cloud + pdfFiller
Create shareable pdfFiller document links for new Credit Repair Cloud leads
Stay on top of your credit repair leads by generating a shareable PDF document link once a new lead is added in Credit Repair Cloud. This workflow saves you time by instantly creating a shareable link for your PDF documents in pdfFiller, ensuring quick and easy access to crucial information for both you and your team. Enhance your lead management process with this streamlined automation.
Stay on top of your credit repair leads by generating a shareable PDF document link once a new lead is added in Credit Repair Cloud. This workflow saves you time by instantly creating a shareable link for your PDF documents in pdfFiller, ensuring quick and easy access to crucial information for both you and your team. Enhance your lead management process with this streamlined automation.
- When this happens...New Lead
Triggered when you add a new lead.
- automatically do this!Get Shareable Link for Document
Get a URL for opening a document in the editor.
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- 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
