Circle + Credit Repair Cloud
Tag new Circle members when Credit Repair Cloud adds a client
Effortlessly manage your client list with this seamless workflow between Credit Repair Cloud and Circle. Whenever a new client is added to Credit Repair Cloud, this automation will tag the member in the Circle app, ensuring an organized and efficient client management process. Enhance your productivity and stay on top of your client list with this easy-to-use solution.
Effortlessly manage your client list with this seamless workflow between Credit Repair Cloud and Circle. Whenever a new client is added to Credit Repair Cloud, this automation will tag the member in the Circle app, ensuring an organized and efficient client management process. Enhance your productivity and stay on top of your client list with this easy-to-use solution.
- When this happens...New Client
Triggered when you add a new client.
- automatically do this!Tag Member
Tag a community member with a member tag.
- 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
