Credit Repair Cloud + Redtail CRM
Create invoices in Credit Repair Cloud from new activities in Redtail CRM
Streamline your invoicing process with this efficient workflow that connects Redtail CRM and Credit Repair Cloud. When a new activity is created in Redtail CRM, an invoice will be generated in Credit Repair Cloud, saving you time and ensuring accurate billing for all your client activities. Stay organized and boost productivity with this seamless automation.
Streamline your invoicing process with this efficient workflow that connects Redtail CRM and Credit Repair Cloud. When a new activity is created in Redtail CRM, an invoice will be generated in Credit Repair Cloud, saving you time and ensuring accurate billing for all your client activities. Stay organized and boost productivity with this seamless automation.
- When this happens...Activity Created
Triggers when a new activity 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
