Add new Credit Repair Cloud clients as customers in Sign In Scheduling
Effortlessly manage your growing client base with this seamless workflow between Credit Repair Cloud and Sign In Scheduling. Whenever a new client is added in Credit Repair Cloud, a new customer will be created in your Sign In Scheduling app, ensuring your scheduling platform stays up-to-date. This automation helps save time and maintain accurate customer information across both platforms.
Effortlessly manage your growing client base with this seamless workflow between Credit Repair Cloud and Sign In Scheduling. Whenever a new client is added in Credit Repair Cloud, a new customer will be created in your Sign In Scheduling app, ensuring your scheduling platform stays up-to-date. This automation helps save time and maintain accurate customer information across both platforms.
- When this happens...New Client
Triggered when you add a new client.
- automatically do this!Create New Customer
Creates a new Customer in 10to8.
- 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