Credit Repair Cloud + Route the Service Platform
Create new clients in Route the Service Platform from Credit Repair Cloud's new clients
Easily streamline your client onboarding process with this automation! When a new client is added in Credit Repair Cloud, this workflow will instantly create a new client in Route the Service Platform, saving you time on manual data entry and ensuring a seamless experience for your customers. Focus on improving credit scores while your client management is efficiently handled behind the scenes.
Easily streamline your client onboarding process with this automation! When a new client is added in Credit Repair Cloud, this workflow will instantly create a new client in Route the Service Platform, saving you time on manual data entry and ensuring a seamless experience for your customers. Focus on improving credit scores while your client management is efficiently handled behind the scenes.
- When this happens...New Client
Triggered when you add a new client.
- automatically do this!Create Client
Creates a client.
- 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
