Credit Repair Cloud + SignerX.com
Create signature requests in SignerX for newly updated clients in Credit Repair Cloud
Effortlessly keep your client records updated in Credit Repair Cloud and streamline your signature request process with SignerX. With this workflow, every time a client's information is updated in Credit Repair Cloud, a signature request will be created from a template in SignerX. Save time, reduce manual work, and stay organized by ensuring all needed signatures are obtained promptly and efficiently.
Effortlessly keep your client records updated in Credit Repair Cloud and streamline your signature request process with SignerX. With this workflow, every time a client's information is updated in Credit Repair Cloud, a signature request will be created from a template in SignerX. Save time, reduce manual work, and stay organized by ensuring all needed signatures are obtained promptly and efficiently.
- When this happens...Update Client
Triggered when you update a client.
- automatically do this!Pre-Fill a Template and Send for Signatures
Use any trigger and gather data and use it to fill out a template and send a copy to a recipient to sign.
- 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
