Create new Streamtime jobs for every new Credit Repair Cloud client
Efficiently manage your credit repair clients and streamline your project management process with this automation. When a new client is added in Credit Repair Cloud, a job will be created in Streamtime, ensuring all client information is organized and easily accessible. Save time and stay organized as your credit repair business grows.
Efficiently manage your credit repair clients and streamline your project management process with this automation. When a new client is added in Credit Repair Cloud, a job will be created in Streamtime, ensuring all client information is organized and easily accessible. Save time and stay organized as your credit repair business grows.
- When this happens...New Client
Triggered when you add a new client.
- automatically do this!Create Job
Creates a new Job in the system.
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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