Credit Repair Cloud + Sage Accounting
Create customers in Sage Accounting for new clients in Credit Repair Cloud
Effortlessly manage your accounting processes when you add new clients in Credit Repair Cloud by creating customers in Sage Accounting. This streamlined workflow connects the two apps, ensuring your financial records stay up-to-date and organized. Save time and improve accuracy by eliminating manual data entry, leaving you more time to focus on providing excellent credit repair services.
Effortlessly manage your accounting processes when you add new clients in Credit Repair Cloud by creating customers in Sage Accounting. This streamlined workflow connects the two apps, ensuring your financial records stay up-to-date and organized. Save time and improve accuracy by eliminating manual data entry, leaving you more time to focus on providing excellent credit repair services.
- When this happens...New Client
Triggered when you add a new client.
- automatically do this!Create Customer
Creates a new customer.
- Free forever for core features
- 14 day trial for premium features & apps
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
