Credit Repair Cloud + seven
Update clients in Credit Repair Cloud and lookup cnams in seven
Keep your client records up to date with this seamless workflow between Credit Repair Cloud and Seven. When you update a client in Credit Repair Cloud, this automation will instantly perform a Lookup CNAM action in the Seven app, ensuring accurate and efficient information management. Save time and maintain consistency across your client data with this handy integration.
Keep your client records up to date with this seamless workflow between Credit Repair Cloud and Seven. When you update a client in Credit Repair Cloud, this automation will instantly perform a Lookup CNAM action in the Seven app, ensuring accurate and efficient information management. Save time and maintain consistency across your client data with this handy integration.
- When this happens...Update Client
Triggered when you update a client.
- automatically do this!Lookup CNAM
Query the Caller ID name for any phone number worldwide. Please note that not every phone number has an entry. Since the data is collected from various sources you could get geographical locations, company names/names or the network operator in response.
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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
