Create filled documents in pdfFiller for new leads in Credit Repair Cloud
Effortlessly manage new leads in Credit Repair Cloud by creating customized documents in pdfFiller. With this workflow, every time a new lead is added in Credit Repair Cloud, a filled document is created in pdfFiller, streamlining your documentation process and improving efficiency. Save time on manual data entry and focus on nurturing your leads to success.
Effortlessly manage new leads in Credit Repair Cloud by creating customized documents in pdfFiller. With this workflow, every time a new lead is added in Credit Repair Cloud, a filled document is created in pdfFiller, streamlining your documentation process and improving efficiency. Save time on manual data entry and focus on nurturing your leads to success.
- When this happens...New Lead
Triggered when you add a new lead.
- automatically do this!Create Filled Document From Template
Create the new filled document based on an existing fillable document.
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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