Credit Repair Cloud + Dropbox
Create Dropbox folders for new clients in Credit Repair Cloud
When you have new clients added to your CRM that you'll need to file documents for, this integration can help you. Once active it will create a folder in Dropbox when a new client is added in Credit Repair Cloud. You wont have to manually create folders for your new clients again.
When you have new clients added to your CRM that you'll need to file documents for, this integration can help you. Once active it will create a folder in Dropbox when a new client is added in Credit Repair Cloud. You wont have to manually create folders for your new clients again.
- When this happens...New Client
Triggered when you add a new client.
- 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
