Credit Repair Cloud + Signaturit
Create Signaturit signature requests from new Credit Repair Cloud leads
Efficiently manage your credit repair leads and streamline the signature process with this automation. When a new lead is added in Credit Repair Cloud, it instantly triggers a signature request from a template in Signaturit. This workflow helps you save time, reduce manual tasks, and ensures your leads receive essential documents for signing quickly and effortlessly.
Efficiently manage your credit repair leads and streamline the signature process with this automation. When a new lead is added in Credit Repair Cloud, it instantly triggers a signature request from a template in Signaturit. This workflow helps you save time, reduce manual tasks, and ensures your leads receive essential documents for signing quickly and effortlessly.
- When this happens...New Lead
Triggered when you add a new lead.
- automatically do this!Create Signature Request From Template
Create a signature request from a template.
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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
