Create Quickbase records for updated Credit Repair Cloud clients
Effortlessly keep your Credit Repair Cloud and Quickbase apps up to date with this streamlined workflow. Whenever you update a client in Credit Repair Cloud, a new record will be created in Quickbase, ensuring accurate and consistent data across both platforms. Save time and maintain organized records by implementing this seamless automation.
Effortlessly keep your Credit Repair Cloud and Quickbase apps up to date with this streamlined workflow. Whenever you update a client in Credit Repair Cloud, a new record will be created in Quickbase, ensuring accurate and consistent data across both platforms. Save time and maintain organized records by implementing this seamless automation.
- When this happens...Update Client
Triggered when you update a client.
- automatically do this!Create Record
Creates a new record in a Quick Base table.
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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