Credit Repair Cloud + ShareFile
Create client users in ShareFile for new leads in Credit Repair Cloud
Effortlessly manage your new leads from Credit Repair Cloud by integrating it with ShareFile. With this automation, whenever a new lead is added in Credit Repair Cloud, a client user is created in ShareFile, providing a seamless workflow that saves time and enhances organization. Stay on top of managing clients and files without the manual work.
Effortlessly manage your new leads from Credit Repair Cloud by integrating it with ShareFile. With this automation, whenever a new lead is added in Credit Repair Cloud, a client user is created in ShareFile, providing a seamless workflow that saves time and enhances organization. Stay on top of managing clients and files without the manual work.
- When this happens...New Lead
Triggered when you add a new lead.
- automatically do this!Create Client User
Creates a ShareFile user with the given information.
- 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
