Clio + Credit Repair Cloud
Create matter notes in Clio for new Credit Repair Cloud leads
Effortlessly manage your credit repair leads by setting up this automation between Credit Repair Cloud and Clio. With this workflow, every time a new lead is added in Credit Repair Cloud, a corresponding matter note will be created in your Clio account. This integration ensures organized and efficient handling of client information, saving you time and boosting productivity.
Effortlessly manage your credit repair leads by setting up this automation between Credit Repair Cloud and Clio. With this workflow, every time a new lead is added in Credit Repair Cloud, a corresponding matter note will be created in your Clio account. This integration ensures organized and efficient handling of client information, saving you time and boosting productivity.
- When this happens...New Lead
Triggered when you add a new lead.
- automatically do this!Create Matter Note
Creates a new matter note.
- 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
