Credit Repair Cloud + Trolley
Create payment requests in Trolley for new leads in Credit Repair Cloud
Easily streamline your billing process for credit repair leads with this automation workflow. When a new lead is created in Credit Repair Cloud, this workflow triggers payment information collection using Trolley. No more manual payment requests – just a seamless billing experience that saves you time and improves efficiency.
Easily streamline your billing process for credit repair leads with this automation workflow. When a new lead is created in Credit Repair Cloud, this workflow triggers payment information collection using Trolley. No more manual payment requests – just a seamless billing experience that saves you time and improves efficiency.
- When this happens...New Lead
Triggered when you add a new lead.
- automatically do this!Request Recipient Payment Information
Request payment information from a recipient.
- 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
