Create Smartsheet workspaces for new Credit Repair Cloud clients
Effortlessly manage new client onboarding within your credit repair business using this seamless workflow. With each new client added in Credit Repair Cloud, a dedicated workspace will be created in Smartsheet, ensuring their information is well-organized and easily accessible. This time-saving automation streamlines your client management process and allows you to focus on providing exceptional service.
Effortlessly manage new client onboarding within your credit repair business using this seamless workflow. With each new client added in Credit Repair Cloud, a dedicated workspace will be created in Smartsheet, ensuring their information is well-organized and easily accessible. This time-saving automation streamlines your client management process and allows you to focus on providing exceptional service.
- When this happens...New Client
Triggered when you add a new client.
- automatically do this!Create Workspace
Creates a Workspace.
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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