Credit Repair Cloud + Serio Verify
Create new clients in Credit Repair Cloud and send data to Serio Verify for streamlined verification
Streamline your client onboarding process in Credit Repair Cloud by instantly sending their data to Serio Verify. With this automated workflow, whenever you add a new client in Credit Repair Cloud, their information is securely transferred to Serio Verify for verification. Save time, reduce manual data entry, and enhance the accuracy of your client data with this seamless integration.
Streamline your client onboarding process in Credit Repair Cloud by instantly sending their data to Serio Verify. With this automated workflow, whenever you add a new client in Credit Repair Cloud, their information is securely transferred to Serio Verify for verification. Save time, reduce manual data entry, and enhance the accuracy of your client data with this seamless integration.
- When this happens...New Client
Triggered when you add a new client.
- automatically do this!Send Data
Use 'Send Data' for sending data into Serio Verify.
- 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
