Credit Repair Cloud + ServiceTrade
Create ServiceTrade locations for new clients in Credit Repair Cloud
Efficiently manage new clients in your Credit Repair Cloud app by creating a corresponding location in your ServiceTrade app with this seamless workflow. Whenever you add a new client in Credit Repair Cloud, a location will be created in ServiceTrade, making it easy to keep track of all client-related information in one place. Save time and streamline your client onboarding process with this automation.
Efficiently manage new clients in your Credit Repair Cloud app by creating a corresponding location in your ServiceTrade app with this seamless workflow. Whenever you add a new client in Credit Repair Cloud, a location will be created in ServiceTrade, making it easy to keep track of all client-related information in one place. Save time and streamline your client onboarding process with this automation.
- When this happens...New Client
Triggered when you add a new client.
- automatically do this!Create Location
Creates a new Location.
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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
