Credit Repair Cloud + SignerX.com
Create SignerX signature requests for new leads in Credit Repair Cloud
Effortlessly streamline your lead management process with this Credit Repair Cloud and SignerX workflow. When a new lead is added in Credit Repair Cloud, a signature request is created in SignerX, ensuring your clients can quickly review and sign important documents. Save time and boost efficiency by automating your document signing process.
Effortlessly streamline your lead management process with this Credit Repair Cloud and SignerX workflow. When a new lead is added in Credit Repair Cloud, a signature request is created in SignerX, ensuring your clients can quickly review and sign important documents. Save time and boost efficiency by automating your document signing process.
- When this happens...New Lead
Triggered when you add a new lead.
- automatically do this!Send Template for Signatures
Send an existing template to a new recipient to fill out and sign.
- 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
