Credit Repair Cloud + Microsoft SharePoint
Update client in Credit Repair Cloud and publish page in Microsoft SharePoint
Stay updated with client information and foster seamless collaboration using this efficient workflow between Credit Repair Cloud and Microsoft SharePoint. When you modify a client's details in Credit Repair Cloud, the corresponding data is updated within your SharePoint site. This automation ensures your team always has access to the latest client information, streamlining your credit repair processes and improving team communication.
Stay updated with client information and foster seamless collaboration using this efficient workflow between Credit Repair Cloud and Microsoft SharePoint. When you modify a client's details in Credit Repair Cloud, the corresponding data is updated within your SharePoint site. This automation ensures your team always has access to the latest client information, streamlining your credit repair processes and improving team communication.
- When this happens...Update Client
Triggered when you update a client.
- automatically do this!Publish Page
Changes the status of an existing Page to Published.
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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
