Credit Repair Cloud + Sage Intacct
Create new contacts in Sage Intacct for new clients in Credit Repair Cloud
Manage your client relationships seamlessly with this effective workflow. Whenever you add a new client to your Credit Repair Cloud, their necessary details are instantly recorded as a contact in your Sage Intacct. This saves you the time and effort of manually transferring data for each new client, allowing you to focus on providing top-notch credit repair services. Experience a streamlined process without the redundancy of data entry.
Manage your client relationships seamlessly with this effective workflow. Whenever you add a new client to your Credit Repair Cloud, their necessary details are instantly recorded as a contact in your Sage Intacct. This saves you the time and effort of manually transferring data for each new client, allowing you to focus on providing top-notch credit repair services. Experience a streamlined process without the redundancy of data entry.
- 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
