Credit Repair Cloud + Skipio
Create events in Skipio for new clients in Credit Repair Cloud
Effortlessly manage your new clients in Credit Repair Cloud and efficiently schedule events in Skipio with this seamless workflow. When you add a new client in Credit Repair Cloud, an event will be created in Skipio, so you can easily keep track of important meetings and tasks. Save time and stay organized with this simple yet powerful automation.
Effortlessly manage your new clients in Credit Repair Cloud and efficiently schedule events in Skipio with this seamless workflow. When you add a new client in Credit Repair Cloud, an event will be created in Skipio, so you can easily keep track of important meetings and tasks. Save time and stay organized with this simple yet powerful automation.
- When this happens...New Client
Triggered when you add a new client.
- automatically do this!Create Event
Creates an event.
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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
