Credit Repair Cloud + Pennylane
Update client in Credit Repair Cloud and create estimates in Pennylane
Effortlessly keep your client estimates up-to-date with this powerful workflow. Whenever you update a client in Credit Repair Cloud, it will automatically generate a new estimate in Pennylane, ensuring your financial records stay current and accurate. Save time and maintain consistency between your credit repair and accounting systems with this seamless automation.
Effortlessly keep your client estimates up-to-date with this powerful workflow. Whenever you update a client in Credit Repair Cloud, it will automatically generate a new estimate in Pennylane, ensuring your financial records stay current and accurate. Save time and maintain consistency between your credit repair and accounting systems with this seamless automation.
- When this happens...Update Client
Triggered when you update a client.
- automatically do this!Create Estimate
Creates a new estimate.
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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
