Credit Repair Cloud + Sierra Interactive
Add new Credit Repair Cloud clients to Sierra Interactive and apply traditional action plans
Effortlessly streamline your client onboarding process by connecting Credit Repair Cloud to Sierra Interactive. With this workflow, whenever you add a new client in Credit Repair Cloud, a traditional action plan is applied in the Sierra Interactive app. Enhance your efficiency and ensure a seamless transition for your clients with this time-saving automation.
Effortlessly streamline your client onboarding process by connecting Credit Repair Cloud to Sierra Interactive. With this workflow, whenever you add a new client in Credit Repair Cloud, a traditional action plan is applied in the Sierra Interactive app. Enhance your efficiency and ensure a seamless transition for your clients with this time-saving automation.
- When this happens...New Client
Triggered when you add a new client.
- automatically do this!Apply Traditional Action Plan
Apply a Traditional Action Plan.
- 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
