Credit Repair Cloud + FIN Compliance
Create calendar tasks in FIN Compliance for new leads in Credit Repair Cloud
Effortlessly manage your new leads from Credit Repair Cloud by creating calendar tasks in FIN Compliance with this seamless workflow. As soon as a new lead is added in Credit Repair Cloud, a calendar task will be created in FIN Compliance, ensuring you stay organized and on top of your schedule. Boost productivity and never miss a lead follow-up with this smart automation.
Effortlessly manage your new leads from Credit Repair Cloud by creating calendar tasks in FIN Compliance with this seamless workflow. As soon as a new lead is added in Credit Repair Cloud, a calendar task will be created in FIN Compliance, ensuring you stay organized and on top of your schedule. Boost productivity and never miss a lead follow-up with this smart automation.
- When this happens...New Lead
Triggered when you add a new lead.
- 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
