Create or update Dakno contacts for new Credit Repair Cloud clients
Effortlessly manage your contacts between Credit Repair Cloud and Dakno with this seamless workflow. When a new client is added to Credit Repair Cloud, this automation will create or update their contact information in your Dakno system. This ensures that your contact records are consistently up to date, giving you more time to focus on providing excellent service to your clients.
Effortlessly manage your contacts between Credit Repair Cloud and Dakno with this seamless workflow. When a new client is added to Credit Repair Cloud, this automation will create or update their contact information in your Dakno system. This ensures that your contact records are consistently up to date, giving you more time to focus on providing excellent service to your clients.
- When this happens...New Client
Triggered when you add a new client.
- automatically do this!Create/Update Contact
Triggers when a new contact is added.
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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