Create TrueReview requests for new Credit Repair Cloud clients
Streamline your client management process for your credit repair business with this efficient automation. Whenever a new client is added in Credit Repair Cloud, a request will be created in TrueReview, effortlessly keeping track of every new client and their needs. Say goodbye to manual data entry and stay organized with this seamless solution.
Streamline your client management process for your credit repair business with this efficient automation. Whenever a new client is added in Credit Repair Cloud, a request will be created in TrueReview, effortlessly keeping track of every new client and their needs. Say goodbye to manual data entry and stay organized with this seamless solution.
- When this happens...New Client
Triggered when you add a new client.
- automatically do this!Create Request
Creates a request
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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