Enroll new Credit Repair Cloud clients as Thinkific users
Save time and streamline your client onboarding process with this workflow. When a new client is added in Credit Repair Cloud, they will be instantly enrolled as a user in Thinkific. This seamless automation helps you provide immediate access to your educational content, enhancing the customer experience and reducing manual work.
Save time and streamline your client onboarding process with this workflow. When a new client is added in Credit Repair Cloud, they will be instantly enrolled as a user in Thinkific. This seamless automation helps you provide immediate access to your educational content, enhancing the customer experience and reducing manual work.
- When this happens...New Client
Triggered when you add a new client.
- automatically do this!Enroll User
Creates or finds a user in your Thinkific site, and enrolls them in a course or bundle. Available on our Grow plan and above.
- Free forever for core features
- 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