Credit Repair Cloud + VBOUT
Add custom events to VBOUT contacts for new clients in Credit Repair Cloud
Effortlessly manage your new clients in Credit Repair Cloud and VBOUT with this seamless workflow. Whenever you add a new client in Credit Repair Cloud, a custom event will be added to the corresponding contact in VBOUT. This automation ensures your clients' information stays updated, allowing you to maintain organization and effectively track your interactions.
Effortlessly manage your new clients in Credit Repair Cloud and VBOUT with this seamless workflow. Whenever you add a new client in Credit Repair Cloud, a custom event will be added to the corresponding contact in VBOUT. This automation ensures your clients' information stays updated, allowing you to maintain organization and effectively track your interactions.
- When this happens...New Client
Triggered when you add a new client.
- automatically do this!Add Custom Event to a Contact
Adds custom event to a specific contact.
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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
