Credit Repair Cloud + SignWell
Create SignWell documents from templates for new Credit Repair Cloud leads
Automate your document creation process for new leads in Credit Repair Cloud by utilizing SignWell templates. With this efficient workflow, every time you receive a new lead in Credit Repair Cloud, a document is generated from a template in SignWell, saving you time and ensuring uniformity across client communications. Keep your work organized and minimize manual tasks by implementing this easy-to-use document creation solution.
Automate your document creation process for new leads in Credit Repair Cloud by utilizing SignWell templates. With this efficient workflow, every time you receive a new lead in Credit Repair Cloud, a document is generated from a template in SignWell, saving you time and ensuring uniformity across client communications. Keep your work organized and minimize manual tasks by implementing this easy-to-use document creation solution.
- When this happens...New Lead
Triggered when you add a new lead.
- automatically do this!Create Document From Template
Creates a document from a template and sends the document. This action uses API requests. Limits apply if not using an API plan.
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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
