Credit Repair Cloud + SignWell
Create SignWell documents from templates for new Credit Repair Cloud clients
Streamline your document creation process for new clients with this seamless automation. When a new client is added in Credit Repair Cloud, a document will be instantly created from a template in SignWell, making it quick and easy to send important documents to your clients. Save time and stay organized with this efficient workflow between Credit Repair Cloud and SignWell.
Streamline your document creation process for new clients with this seamless automation. When a new client is added in Credit Repair Cloud, a document will be instantly created from a template in SignWell, making it quick and easy to send important documents to your clients. Save time and stay organized with this efficient workflow between Credit Repair Cloud and SignWell.
- When this happens...New Client
Triggered when you add a new client.
- 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.
- 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
