Create or update Skipio contacts for new Credit Repair Cloud clients
Effortlessly maintain your client information up-to-date with this seamless automation. When you add a new client in Credit Repair Cloud, this workflow will create or update their contact information in Skipio. Stay organized and on top of your client communication without the hassle of manual data entry.
Effortlessly maintain your client information up-to-date with this seamless automation. When you add a new client in Credit Repair Cloud, this workflow will create or update their contact information in Skipio. Stay organized and on top of your client communication without the hassle of manual data entry.
- When this happens...New Client
Triggered when you add a new client.
- automatically do this!Create or Update Contact
Creates or updates a contact based on their mobile phone number.
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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