Credit Repair Cloud + Signaturit
Create signature requests in Signaturit for new clients in Credit Repair Cloud
Save time and streamline your client onboarding process with this automation. When you add a new client in Credit Repair Cloud, this workflow will automatically generate a signature request from a template in Signaturit. No more manual work required, ensuring a professional and efficient experience for your new clients.
Save time and streamline your client onboarding process with this automation. When you add a new client in Credit Repair Cloud, this workflow will automatically generate a signature request from a template in Signaturit. No more manual work required, ensuring a professional and efficient experience for your new clients.
- When this happens...New Client
Triggered when you add a new client.
- automatically do this!Create Signature Request From Template
Create a signature request from a template.
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- 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
