Add new Credit Repair Cloud clients to CATS as contacts
Effortlessly manage your client relationships with this seamless automation. When you add a new client in Credit Repair Cloud, this workflow will create a contact in CATS, ensuring your databases are updated and organized. Spend less time manually transferring data and more time focusing on serving your clients well.
Effortlessly manage your client relationships with this seamless automation. When you add a new client in Credit Repair Cloud, this workflow will create a contact in CATS, ensuring your databases are updated and organized. Spend less time manually transferring data and more time focusing on serving your clients well.
- When this happens...New Client
Triggered when you add a new client.
- automatically do this!Create a Contact
Adds a new contact in CATS.
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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