Credit Repair Cloud + Shortcut
Create stories in Shortcut for new leads in Credit Repair Cloud
Efficiently manage your leads from Credit Repair Cloud by creating a story in Shortcut for every new lead. This workflow helps you stay organized and focused on providing the best credit repair services to your clients. Keep your team informed and on track by instantly translating new leads into actionable tasks in Shortcut.
Efficiently manage your leads from Credit Repair Cloud by creating a story in Shortcut for every new lead. This workflow helps you stay organized and focused on providing the best credit repair services to your clients. Keep your team informed and on track by instantly translating new leads into actionable tasks in Shortcut.
- When this happens...New Lead
Triggered when you add a new lead.
- automatically do this!Create Story
Creates a new story.
- 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
