Credit Repair Cloud + Sage Intacct
Create contacts in Sage Intacct for new clients in Credit Repair Cloud
Easily manage your client intake process with an efficient workflow between Credit Repair Cloud and Sage Intacct. When you add a new client in Credit Repair Cloud, this automation creates a corresponding contact in Sage Intacct. This lets you streamline your accounting procedures, eliminating the need for manual data entry and ensuring that all your records are consistent and up-to-date.
Easily manage your client intake process with an efficient workflow between Credit Repair Cloud and Sage Intacct. When you add a new client in Credit Repair Cloud, this automation creates a corresponding contact in Sage Intacct. This lets you streamline your accounting procedures, eliminating the need for manual data entry and ensuring that all your records are consistent and up-to-date.
- When this happens...New Client
Triggered when you add a new client.
- automatically do this!Create Contact
Triggers when a new contact is 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
