Credit Repair Cloud + Streak
Create new Streak boxes for each new Credit Repair Cloud client
Stay organized and streamline your client onboarding process with this handy automation. When you add a new client in Credit Repair Cloud, this workflow will automatically create a new box in your Streak app to help you keep track of important information and tasks. Save time and ensure a smoother experience for both you and your clients.
Stay organized and streamline your client onboarding process with this handy automation. When you add a new client in Credit Repair Cloud, this workflow will automatically create a new box in your Streak app to help you keep track of important information and tasks. Save time and ensure a smoother experience for both you and your clients.
- When this happens...New Client
Triggered when you add a new client.
- automatically do this!Create New Box
Create a new box.
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- 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
