Create quotes/invoices in Printavo for new leads in Credit Repair Cloud
Effortlessly manage your leads and invoicing process with this seamless workflow between Credit Repair Cloud and Printavo. When a new lead is added in Credit Repair Cloud, a quote or invoice is instantly created in Printavo, saving you time and ensuring a smooth billing experience for your clients. This automation streamlines your lead tracking and billing processes, so you can focus on growing your business.
Effortlessly manage your leads and invoicing process with this seamless workflow between Credit Repair Cloud and Printavo. When a new lead is added in Credit Repair Cloud, a quote or invoice is instantly created in Printavo, saving you time and ensuring a smooth billing experience for your clients. This automation streamlines your lead tracking and billing processes, so you can focus on growing your business.
- When this happens...New Lead
Triggered when you add a new lead.
- 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