Credit Repair Cloud + Finaeo
Create Finaeo contacts from new Credit Repair Cloud clients
Effortlessly manage your new clients in Credit Repair Cloud by having their contact information added to Finaeo in real-time with this workflow. When a new client is added on Credit Repair Cloud, their details will be automatically sent to Finaeo, creating a new contact. This automation helps you save time and ensures your client database is always up-to-date.
Effortlessly manage your new clients in Credit Repair Cloud by having their contact information added to Finaeo in real-time with this workflow. When a new client is added on Credit Repair Cloud, their details will be automatically sent to Finaeo, creating a new contact. This automation helps you save time and ensures your client database is always up-to-date.
- When this happens...New Client
Triggered when you add a new client.
- automatically do this!Create Contact
Triggers when a new contact is created.
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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
