Credit Repair Cloud + Zoom
Create Zoom meeting registrants for new Credit Repair Cloud clients
Efficiently set up meetings with new clients in Credit Repair Cloud by automatically creating a meeting registrant in Zoom. This workflow streamlines your onboarding process, saving you time and ensuring a smooth transition for your clients. Just connect your Credit Repair Cloud and Zoom accounts, then watch as your meetings are seamlessly organized whenever a new client is added.
Efficiently set up meetings with new clients in Credit Repair Cloud by automatically creating a meeting registrant in Zoom. This workflow streamlines your onboarding process, saving you time and ensuring a smooth transition for your clients. Just connect your Credit Repair Cloud and Zoom accounts, then watch as your meetings are seamlessly organized whenever a new client is added.
- When this happens...New Client
Triggered when you add a new client.
- automatically do this!Create Meeting Registrant
Creates a new meeting registrant.
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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
