Credit Repair Cloud + LearnUpon
Create LearnUpon users for new Credit Repair Cloud clients
Effortlessly streamline your onboarding process with this easy-to-use workflow that activates when you gain a new client in Credit Repair Cloud. It instantly creates a user within LearnUpon, ensuring that your clients have immediate access to essential learning materials. This seamless integration not only saves time but also enhances the overall experience for your newly acquired clients.
Effortlessly streamline your onboarding process with this easy-to-use workflow that activates when you gain a new client in Credit Repair Cloud. It instantly creates a user within LearnUpon, ensuring that your clients have immediate access to essential learning materials. This seamless integration not only saves time but also enhances the overall experience for your newly acquired clients.
- When this happens...New Client
Triggered when you add a new client.
- automatically do this!Create User
Creates a new user.
- Free forever for core features
- 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
