Create or update Urable customers when new clients are added in Credit Repair Cloud
Effortlessly manage your client base by connecting Credit Repair Cloud and Urable. This automation workflow streamlines the process of adding or updating customers in Urable whenever a new client is added in Credit Repair Cloud. By simplifying your client management tasks, you can spend more time focusing on helping your clients improve their credit scores.
- When this happens...New ClientTriggered when you add a new client.
- automatically do this!Update/Create CustomerFinds a customer in Urable by email address. If the customer exists, they are updated. If they do not exist, they are created.
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More things you can do with Credit Repair Cloud and Urable
Discover other triggers and actions you can use with Credit Repair Cloud and Urable
- Status Change
Triggered when you convert status from client to any other status or from any other status to client.
Try ItTriggerInstant - New Client
Triggered when you add a new client.
Try ItTriggerInstant - New Lead
Triggered when you add a new lead.
Try ItTriggerInstant - Update Lead
Triggered when you update a lead.
Try ItTriggerInstant
- New Affiliate
Triggers when a new affiliate is created.
Try ItTriggerInstant - New Invoice
Triggered when you add a new invoice.
Try ItTriggerInstant - Update Client
Triggered when you update a client.
Try ItTriggerInstant - First 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
ActionWrite




