Credit Repair Cloud + Serio Verify
Send new Credit Repair Cloud leads to Serio Verify for data processing
Efficiently manage your credit repair leads by instantly sending their information to Serio Verify for validation. With this workflow, as soon as a new lead is added in Credit Repair Cloud, their data is immediately sent to Serio Verify for verification. Streamline your lead management process and save time by automating the data transfer between Credit Repair Cloud and Serio Verify.
Efficiently manage your credit repair leads by instantly sending their information to Serio Verify for validation. With this workflow, as soon as a new lead is added in Credit Repair Cloud, their data is immediately sent to Serio Verify for verification. Streamline your lead management process and save time by automating the data transfer between Credit Repair Cloud and Serio Verify.
- When this happens...New Lead
Triggered when you add a new lead.
- automatically do this!Send Data
Use 'Send Data' for sending data into Serio Verify.
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- 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
