Credit Repair Cloud + Seidat
Create Seidat shared links for new Credit Repair Cloud clients
Effortlessly manage your new clients with this Credit Repair Cloud and Seidat automation. Once set up, every time a new client is added in Credit Repair Cloud, a shared link will be created in Seidat, streamlining your onboarding process and ensuring important information is easily accessible. Enhance your client management workflow with this simple yet efficient solution.
Effortlessly manage your new clients with this Credit Repair Cloud and Seidat automation. Once set up, every time a new client is added in Credit Repair Cloud, a shared link will be created in Seidat, streamlining your onboarding process and ensuring important information is easily accessible. Enhance your client management workflow with this simple yet efficient solution.
- When this happens...New Client
Triggered when you add a new client.
- automatically do this!Create Shared Link
Creates a new shared link for the presentation.
- 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
