Credit Repair Cloud + Urable
Create or update Urable customers when new clients are added in Credit Repair Cloud
Effortlessly manage your client base by connecting Credit Repair Cloud and Urable. This automation workflow streamlines the process of adding or updating customers in Urable whenever a new client is added in Credit Repair Cloud. By simplifying your client management tasks, you can spend more time focusing on helping your clients improve their credit scores.
Effortlessly manage your client base by connecting Credit Repair Cloud and Urable. This automation workflow streamlines the process of adding or updating customers in Urable whenever a new client is added in Credit Repair Cloud. By simplifying your client management tasks, you can spend more time focusing on helping your clients improve their credit scores.
- When this happens...New Client
Triggered when you add a new client.
- automatically do this!Update/Create Customer
Finds a customer in Urable by email address. If the customer exists, they are updated. If they do not exist, they are created.
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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
