Credit Repair Cloud + Redtail CRM
Create invoices in Credit Repair Cloud for new contacts added in Redtail CRM
Effortlessly manage your invoicing process with this seamless workflow between Redtail CRM and Credit Repair Cloud. When a new contact is created in Redtail CRM, this automation generates an invoice in Credit Repair Cloud, simplifying your billing tasks, ensuring accuracy, and helping you stay organized without any manual input.
Effortlessly manage your invoicing process with this seamless workflow between Redtail CRM and Credit Repair Cloud. When a new contact is created in Redtail CRM, this automation generates an invoice in Credit Repair Cloud, simplifying your billing tasks, ensuring accuracy, and helping you stay organized without any manual input.
- When this happens...Contact Created
Triggers when a new contact is created in your database.
- automatically do this!Create Invoice
Adds a new invoice to client.
- Free forever for core features
- 14 day trial for premium features & apps
Activity Created
Triggers when a new activity is created in your database.
Try ItActivity Updated
Triggers when an activity is updated in your database.
Try ItContact Deleted
Triggers when a new contact is deleted in your database.
Try ItOpportunity Created
Triggers when a new opportunity is created in your database.
Try It
Activity Deleted
Triggers when an activity is deleted in your database.
Try ItContact Created
Triggers when a new contact is created in your database.
Try ItContact Updated
Triggers when an existing contact is updated in your database.
Try ItOpportunity Deleted
Triggers when an opportunity is deleted in your database.
Try It
