Credit Repair Cloud + Proposify
Create new proposals in Proposify for new clients in Credit Repair Cloud
Efficiently streamline your credit repair and proposal process with this automation workflow. When a new client is added to Credit Repair Cloud, a proposal will be instantly created in Proposify, saving you time and ensuring a seamless experience for your clients. Focus on providing top-notch credit repair services while this workflow takes care of the administrative tasks for you.
Efficiently streamline your credit repair and proposal process with this automation workflow. When a new client is added to Credit Repair Cloud, a proposal will be instantly created in Proposify, saving you time and ensuring a seamless experience for your clients. Focus on providing top-notch credit repair services while this workflow takes care of the administrative tasks for you.
- When this happens...New Client
Triggered when you add a new client.
- automatically do this!Create Proposal
Creates a new proposal.
- Free forever for core features
- 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
