Credit Repair Cloud + Rotessa
Create new Rotessa customers from updated statuses in Credit Repair Cloud
When a status change occurs in your Credit Repair Cloud, this workflow immediately creates a new customer in your Rotessa application. This seamless process ensures you never miss an update and can quickly establish new customers in your billing system. Enhance your efficiency and keep your customer database up-to-date with this streamlined integration.
When a status change occurs in your Credit Repair Cloud, this workflow immediately creates a new customer in your Rotessa application. This seamless process ensures you never miss an update and can quickly establish new customers in your billing system. Enhance your efficiency and keep your customer database up-to-date with this streamlined integration.
- When this happens...Status Change
Triggered when you convert status from client to any other status or from any other status to client.
- automatically do this!Create Customer
Creates a new customer in Rotessa.
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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
