Create new SQL Server rows for each new Credit Repair Cloud client
Effortlessly manage your client information in SQL Server when you add new clients to Credit Repair Cloud. With this workflow, every time a new client is added in Credit Repair Cloud, a new row will be created in SQL Server, keeping your database up-to-date and organized. Save time and streamline your client data management process with this seamless automation.
Effortlessly manage your client information in SQL Server when you add new clients to Credit Repair Cloud. With this workflow, every time a new client is added in Credit Repair Cloud, a new row will be created in SQL Server, keeping your database up-to-date and organized. Save time and streamline your client data management process with this seamless automation.
- When this happens...New Client
Triggered when you add a new client.
- automatically do this!New Row
Triggered when you add a new row.
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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