Credit Repair Cloud + Roofr
Create Roofr jobs and customers for new Credit Repair Cloud clients
Effortlessly manage your new credit repair clients and roofing jobs with this seamless workflow between Credit Repair Cloud and Roofr. When a new client is added in Credit Repair Cloud, a job and customer will be created in Roofr, helping you stay organized and up-to-date. Save time and streamline your process with this automated solution.
Effortlessly manage your new credit repair clients and roofing jobs with this seamless workflow between Credit Repair Cloud and Roofr. When a new client is added in Credit Repair Cloud, a job and customer will be created in Roofr, helping you stay organized and up-to-date. Save time and streamline your process with this automated solution.
- When this happens...New Client
Triggered when you add a new client.
- automatically do this!Create Job and Customer
Creates a job and customer on Roofr.
- 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
