Credit Repair Cloud + FIN Compliance
Create tasks in FIN Compliance for new clients in Credit Repair Cloud
Effortlessly maintain compliance when onboarding new clients in Credit Repair Cloud by automating the creation of calendar tasks in FIN Compliance. With this streamlined workflow, every time a new client is added, a corresponding calendar task is generated in FIN Compliance, ensuring you consistently meet requirements and never miss crucial deadlines. Save time and minimize the risk of overlooked tasks by implementing this seamless process.
Effortlessly maintain compliance when onboarding new clients in Credit Repair Cloud by automating the creation of calendar tasks in FIN Compliance. With this streamlined workflow, every time a new client is added, a corresponding calendar task is generated in FIN Compliance, ensuring you consistently meet requirements and never miss crucial deadlines. Save time and minimize the risk of overlooked tasks by implementing this seamless process.
- When this happens...New Client
Triggered when you add a new client.
- automatically do this!Create Calendar Task
Creates a new (blue) task in your FIN Compliance calendar
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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
