Create QuoteCloud documents for new Credit Repair Cloud clients
Effortlessly streamline your document creation process for new clients in Credit Repair Cloud with this seamless workflow. When you add a new client in Credit Repair Cloud, a corresponding document will be generated in QuoteCloud, saving valuable time and ensuring accurate information transfer. Focus on growing your client base and let this automation handle your document management needs.
Effortlessly streamline your document creation process for new clients in Credit Repair Cloud with this seamless workflow. When you add a new client in Credit Repair Cloud, a corresponding document will be generated in QuoteCloud, saving valuable time and ensuring accurate information transfer. Focus on growing your client base and let this automation handle your document management needs.
- When this happens...New Client
Triggered when you add a new client.
- automatically do this!Create Document
Creates a document with user details and proposal template and pricing information all potentially supplied.
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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