Search for matching Rubypayeur companies when new Credit Repair Cloud clients are added
Streamline your client onboarding process with this automation that connects Credit Repair Cloud and Rubypayeur. When you add a new client in Credit Repair Cloud, this workflow will search for a company without monitoring in Rubypayeur and display the results. Save time and effort, while ensuring accurate information for your credit repair business.
- When this happens...New ClientTriggered when you add a new client.
- automatically do this!Find a Company (Without Monitoring)Retrieve all data available for a company without setting a monitoring
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More things you can do with Credit Repair Cloud and Rubypayeur
Discover other triggers and actions you can use with Credit Repair Cloud and Rubypayeur
- 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




