Credit Repair Cloud + Samdock
Create Samdock requests from new Credit Repair Cloud clients
Effortlessly manage your new client onboarding process with this seamless workflow between Credit Repair Cloud and Samdock. When a new client is added to Credit Repair Cloud, this automation creates a request in Samdock, so your team can track and handle tasks efficiently. Save time, streamline client management, and enhance productivity in your credit repair business with this simple yet effective integration.
Effortlessly manage your new client onboarding process with this seamless workflow between Credit Repair Cloud and Samdock. When a new client is added to Credit Repair Cloud, this automation creates a request in Samdock, so your team can track and handle tasks efficiently. Save time, streamline client management, and enhance productivity in your credit repair business with this simple yet effective integration.
- When this happens...New Client
Triggered when you add a new client.
- automatically do this!Create Request
This action creates a 'Request' in Samdock.
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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
