Create invoices in Printavo for new clients in Credit Repair Cloud
Effortlessly manage your credit repair business and streamline the invoicing process with this automation. Whenever you add a new client in Credit Repair Cloud, it will instantly create a quote or invoice in Printavo, saving you valuable time and ensuring consistent and professional invoicing for each client. Simplify your workflow and keep your business running smoothly with this seamless integration.
Effortlessly manage your credit repair business and streamline the invoicing process with this automation. Whenever you add a new client in Credit Repair Cloud, it will instantly create a quote or invoice in Printavo, saving you valuable time and ensuring consistent and professional invoicing for each client. Simplify your workflow and keep your business running smoothly with this seamless integration.
- When this happens...New Client
Triggered when you add a new client.
- automatically do this!Create Quote/Invoice
Creates a new quote/invoice.
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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