Create contacts in Setmore Appointments for new clients in Credit Repair Cloud
Effortlessly manage your appointments with new clients from Credit Repair Cloud by setting up this seamless workflow. Whenever a new client is added in Credit Repair Cloud, a corresponding contact will be created in Setmore Appointments. This automation ensures that all your client information remains organized and up-to-date, saving you time and reducing manual data entry.
Effortlessly manage your appointments with new clients from Credit Repair Cloud by setting up this seamless workflow. Whenever a new client is added in Credit Repair Cloud, a corresponding contact will be created in Setmore Appointments. This automation ensures that all your client information remains organized and up-to-date, saving you time and reducing manual data entry.
- When this happens...New Client
Triggered when you add a new client.
- automatically do this!Create Contact
Create a new contact.
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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