Credit Repair Cloud + SignNow
Create and send SignNow documents for new Credit Repair Cloud leads
Seamlessly manage your new leads from Credit Repair Cloud with this efficient workflow. When a new lead is added in Credit Repair Cloud, it will create a document from a template and send a free-form invite through SignNow. This automation streamlines your document signing process, saving time and ensuring important paperwork is completed by your new leads.
Seamlessly manage your new leads from Credit Repair Cloud with this efficient workflow. When a new lead is added in Credit Repair Cloud, it will create a document from a template and send a free-form invite through SignNow. This automation streamlines your document signing process, saving time and ensuring important paperwork is completed by your new leads.
- When this happens...New Lead
Triggered when you add a new lead.
- automatically do this!Create Document From Template & Send Free Form Invite
Creates a new document without fillable fields from a selected template and sends an invite to a signer.
- 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
