Credit Repair Cloud + SignNow
Create documents and send role-based invites in SignNow for new clients in Credit Repair Cloud
Effortlessly streamline your client onboarding process with this automation that connects Credit Repair Cloud and SignNow. When you add a new client in Credit Repair Cloud, this workflow instantly generates a document from a template in SignNow and sends a role-based invitation for signing. Save time, reduce manual tasks, and enhance your client experience by ensuring important documents are sent swiftly and securely.
Effortlessly streamline your client onboarding process with this automation that connects Credit Repair Cloud and SignNow. When you add a new client in Credit Repair Cloud, this workflow instantly generates a document from a template in SignNow and sends a role-based invitation for signing. Save time, reduce manual tasks, and enhance your client experience by ensuring important documents are sent swiftly and securely.
- When this happens...New Client
Triggered when you add a new client.
- automatically do this!Create Document From Template & Send Role-Based Invite
Creates a new document with fillable fields from a selected template and sends an invite to one or multiple signers.
- 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
