Create Zoom meetings for updated clients in Credit Repair Cloud
Effortlessly schedule Zoom meetings for your Credit Repair Cloud clients with this handy automation. When you update a client's information in Credit Repair Cloud, a Zoom meeting will be created instantly, keeping your appointments organized and reducing manual work. Stay on top of your client interactions and simplify your scheduling process with this seamless workflow.
Effortlessly schedule Zoom meetings for your Credit Repair Cloud clients with this handy automation. When you update a client's information in Credit Repair Cloud, a Zoom meeting will be created instantly, keeping your appointments organized and reducing manual work. Stay on top of your client interactions and simplify your scheduling process with this seamless workflow.
- When this happens...Update Client
Triggered when you update a client.
- automatically do this!Create Meeting
Creates a new Zoom Meeting. (Options not available here will default to user/account Zoom settings.)
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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