Credit Repair Cloud + vcita
Create new vcita clients when Credit Repair Cloud adds new clients
Effortlessly streamline your client onboarding process with this workflow. When a new client is added in Credit Repair Cloud, this automation will create a client profile in vcita, ensuring that your contacts are consistently organized and updated across both platforms. This convenient solution saves you valuable time and allows you to focus on providing exceptional service to your clients.
Effortlessly streamline your client onboarding process with this workflow. When a new client is added in Credit Repair Cloud, this automation will create a client profile in vcita, ensuring that your contacts are consistently organized and updated across both platforms. This convenient solution saves you valuable time and allows you to focus on providing exceptional service to your clients.
- When this happens...New Client
Triggered when you add a new client.
- automatically do this!Create Client
Creates a new client.
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- 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
