Credit Repair Cloud + Quickbase
Create records in Quickbase for new clients in Credit Repair Cloud
Effortlessly manage your client information between Credit Repair Cloud and Quickbase with this streamlined workflow. Whenever a new client is added in Credit Repair Cloud, a record will be created in Quickbase to help you stay organized and up-to-date. Save time and reduce manual errors by automating this data transfer process, allowing you to focus on delivering top-notch credit repair solutions.
Effortlessly manage your client information between Credit Repair Cloud and Quickbase with this streamlined workflow. Whenever a new client is added in Credit Repair Cloud, a record will be created in Quickbase to help you stay organized and up-to-date. Save time and reduce manual errors by automating this data transfer process, allowing you to focus on delivering top-notch credit repair solutions.
- When this happens...New Client
Triggered when you add a new 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
