Credit Repair Cloud + Sage Intacct
Create new contacts in Sage Intacct when new clients are added in Credit Repair Cloud
Streamline your client management process with this efficient workflow. Once a new client is added to your Credit Repair Cloud, their information is immediately sent to Sage Intacct, creating a new contact there. This process not only ensures consistency and accuracy in customer data across platforms but also saves time from manual data entry and reduces error. Stay organized and efficient in your client management with this simple yet powerful automation.
Streamline your client management process with this efficient workflow. Once a new client is added to your Credit Repair Cloud, their information is immediately sent to Sage Intacct, creating a new contact there. This process not only ensures consistency and accuracy in customer data across platforms but also saves time from manual data entry and reduces error. Stay organized and efficient in your client management with this simple yet powerful automation.
- When this happens...New Client
Triggered when you add a new client.
- automatically do this!Create Contact
Triggers when a new contact is created.
- 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
