Credit Repair Cloud + QuickBooks Online
Create new QuickBooks Online customers from updated Credit Repair Cloud statuses
Effortlessly manage your billing process whenever there's a status change in Credit Repair Cloud by creating a customer in QuickBooks Online with this seamless workflow. This automation saves time and ensures accurate record-keeping, so you can focus on providing top-notch credit repair services to your clients without worrying about manual data entry.
Effortlessly manage your billing process whenever there's a status change in Credit Repair Cloud by creating a customer in QuickBooks Online with this seamless workflow. This automation saves time and ensures accurate record-keeping, so you can focus on providing top-notch credit repair services to your clients without worrying about manual data entry.
- When this happens...Status Change
Triggered when you convert status from client to any other status or from any other status to client.
- automatically do this!Create Customer
Triggered when you add a new customer.
- 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
