Initiate new processes in Process Plan for updated clients in Credit Repair Cloud
Stay organized and efficient with this credit repair and process plan automation. Whenever a client is updated in Credit Repair Cloud, this workflow will instantly start a new process in the Process Plan app. Save time and maintain consistency by letting this integration handle your process management tasks.
Stay organized and efficient with this credit repair and process plan automation. Whenever a client is updated in Credit Repair Cloud, this workflow will instantly start a new process in the Process Plan app. Save time and maintain consistency by letting this integration handle your process management tasks.
- When this happens...Update Client
Triggered when you update a client.
- automatically do this!Start a New Process
Starts a new process instance and populates it's fields.
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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