Credit Repair Cloud + Shortcut
Create stories in Shortcut for new Credit Repair Cloud clients
Effortlessly manage your client stories with this Credit Repair Cloud to Shortcut automation. Whenever a new client is added in Credit Repair Cloud, a story is created in Shortcut, keeping your team updated and ensuring a seamless process. This integration helps you save time while maintaining consistent documentation of your clients' progress.
Effortlessly manage your client stories with this Credit Repair Cloud to Shortcut automation. Whenever a new client is added in Credit Repair Cloud, a story is created in Shortcut, keeping your team updated and ensuring a seamless process. This integration helps you save time while maintaining consistent documentation of your clients' progress.
- When this happens...New Client
Triggered when you add a new client.
- automatically do this!Create Story
Creates a new story.
- 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
