Clio + Credit Repair Cloud
Create Clio time entries for new Credit Repair Cloud clients
Efficiently track your work with clients in the credit repair process using this automation. When a new client is added in Credit Repair Cloud, a corresponding time entry (activity) will be created in Clio, ensuring all client interactions are accurately logged. This seamless workflow keeps your records up-to-date and helps you better manage your credit repair cases.
Efficiently track your work with clients in the credit repair process using this automation. When a new client is added in Credit Repair Cloud, a corresponding time entry (activity) will be created in Clio, ensuring all client interactions are accurately logged. This seamless workflow keeps your records up-to-date and helps you better manage your credit repair cases.
- When this happens...New Client
Triggered when you add a new client.
- automatically do this!Create Time Entry (Activity)
Creates a new time entry.
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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
