Credit Repair Cloud + mfr - field service management
Create service locations in mfr - field service management for new clients in Credit Repair Cloud
Streamline your client onboarding process with this efficient automation. When you add a new client in Credit Repair Cloud, it will instantly create a new Service Location in mfr - Field Service Management for seamless organization and tracking. Simplify your workload by letting this workflow handle your data entry tasks, giving you more time to focus on helping your clients repair and improve their credit.
Streamline your client onboarding process with this efficient automation. When you add a new client in Credit Repair Cloud, it will instantly create a new Service Location in mfr - Field Service Management for seamless organization and tracking. Simplify your workload by letting this workflow handle your data entry tasks, giving you more time to focus on helping your clients repair and improve their credit.
- When this happens...New Client
Triggered when you add a new client.
- automatically do this!Create Location (Service Location)
Create a location (service location) with a contact. This is an important job information for the technician.
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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
