Credit Repair Cloud + Fattura24
Create documents in Fattura24 for new clients in Credit Repair Cloud
Effortlessly manage your new clients' documents with this Credit Repair Cloud and Fattura24 integration. When a new client is added in Credit Repair Cloud, this workflow instantly creates a document in your Fattura24 account, ensuring seamless organization and reducing manual data entry errors. Stay on top of your documents and keep your focus on helping clients improve their credit scores.
Effortlessly manage your new clients' documents with this Credit Repair Cloud and Fattura24 integration. When a new client is added in Credit Repair Cloud, this workflow instantly creates a document in your Fattura24 account, ensuring seamless organization and reducing manual data entry errors. Stay on top of your documents and keep your focus on helping clients improve their credit scores.
- When this happens...New Client
Triggered when you add a new client.
- automatically do this!Create Document
Creates an order, receipt, or invoice document.
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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
