Create SuiteDash companies from new Credit Repair Cloud clients
Stay organized and efficient by seamlessly connecting Credit Repair Cloud and SuiteDash. With this workflow, whenever a new client is added to Credit Repair Cloud, their information will be instantly sent to SuiteDash, updating your company data. This streamlines your client management process and ensures that your records are always up-to-date with minimal manual effort.
Stay organized and efficient by seamlessly connecting Credit Repair Cloud and SuiteDash. With this workflow, whenever a new client is added to Credit Repair Cloud, their information will be instantly sent to SuiteDash, updating your company data. This streamlines your client management process and ensures that your records are always up-to-date with minimal manual effort.
- When this happens...New Client
Triggered when you add a new client.
- automatically do this!Update Company
Update company.
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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