Create new Uscreen user access when Credit Repair Cloud leads are added
Effortlessly manage new leads and user access with this automation between Credit Repair Cloud and Uscreen. Once a new lead is created in Credit Repair Cloud, this workflow will assign user access in Uscreen, ensuring a seamless process for both you and your clients. Save time and stay organized by letting this integration handle the setup for you.
Effortlessly manage new leads and user access with this automation between Credit Repair Cloud and Uscreen. Once a new lead is created in Credit Repair Cloud, this workflow will assign user access in Uscreen, ensuring a seamless process for both you and your clients. Save time and stay organized by letting this integration handle the setup for you.
- When this happens...New Lead
Triggered when you add a new lead.
- automatically do this!Assign User Access
Assigns a bundle or subscription to a customer. Creates a new customer if one doesn't exist.
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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


