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 LeadTriggered when you add a new lead. 
- automatically do this!Create Signature Request From TemplateCreate 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 It
- New Client- Triggered when you add a new client. Try It
- New Lead- Triggered when you add a new lead. Try It
- Update Lead- Triggered when you update a lead. Try It
- New Affiliate- Triggers when a new affiliate is created. Try It
- New Invoice- Triggered when you add a new invoice. Try It
- Update Client- Triggered when you update a client. Try It
- First 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 
 







