Credit Repair Cloud + Dropbox
Create folders in Dropbox for new leads in Credit Repair Cloud
Stay organized and save time with this Credit Repair Cloud and Dropbox workflow. Upon receiving a new lead in Credit Repair Cloud, a folder will be created in Dropbox, ensuring all related documents are stored in one place. This seamless process allows you to focus on building relationships with your clients while maintaining an organized file system.
Stay organized and save time with this Credit Repair Cloud and Dropbox workflow. Upon receiving a new lead in Credit Repair Cloud, a folder will be created in Dropbox, ensuring all related documents are stored in one place. This seamless process allows you to focus on building relationships with your clients while maintaining an organized file system.
- When this happens...New Lead
Triggered when you add a new lead.
- automatically do this!Create Folder
Triggers when a new folder is added. Make sure the number of files/folders in the watched folder does not exceed 6000.
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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
