Add new Credit Repair Cloud clients as REsimpli 3.0 buyers for seamless data management
Effortlessly manage your new clients in Credit Repair Cloud and streamline your operations with this workflow. Whenever a new client is added in Credit Repair Cloud, it instantly creates a buyer in your REsimpli 3.0 app. This seamless automation helps save time and ensure that all your essential client information is consistently organized across platforms.
- When this happens...New ClientTriggered when you add a new client.
- automatically do this!Create Buyer(Beta)Creates a new Buyer/Agents.
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More things you can do with Credit Repair Cloud and REsimpli 3.0
Discover other triggers and actions you can use with Credit Repair Cloud and REsimpli 3.0
- Status Change
Triggered when you convert status from client to any other status or from any other status to client.
Try ItTriggerInstant - New Client
Triggered when you add a new client.
Try ItTriggerInstant - New Lead
Triggered when you add a new lead.
Try ItTriggerInstant - Update Lead
Triggered when you update a lead.
Try ItTriggerInstant
- New Affiliate
Triggers when a new affiliate is created.
Try ItTriggerInstant - New Invoice
Triggered when you add a new invoice.
Try ItTriggerInstant - Update Client
Triggered when you update a client.
Try ItTriggerInstant - First 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
ActionWrite




