Create new Printavo customers from Credit Repair Cloud clients automatically
Efficiently manage your new clients in Credit Repair Cloud by automatically adding them as customers in Printavo. With this workflow, each time a new client is added in Credit Repair Cloud, a customer will be created in Printavo, ensuring organized records and making it easier to fulfill orders. Save time and effort by automating this process and focusing on more important aspects of your business.
Efficiently manage your new clients in Credit Repair Cloud by automatically adding them as customers in Printavo. With this workflow, each time a new client is added in Credit Repair Cloud, a customer will be created in Printavo, ensuring organized records and making it easier to fulfill orders. Save time and effort by automating this process and focusing on more important aspects of your business.
- When this happens...New Client
Triggered when you add a new client.
- automatically do this!Create Customer
Creates a new customer.
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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