Create new GoodDay.work folders for each new Credit Repair Cloud client
Effortlessly manage your new clients in Credit Repair Cloud with this workflow that creates folders in GoodDay.work. When a new client is added in Credit Repair Cloud, this automation will instantly create a dedicated folder for them in GoodDay.work, helping you stay organized and efficient. Keep your team on track and save time with this convenient integration.
Effortlessly manage your new clients in Credit Repair Cloud with this workflow that creates folders in GoodDay.work. When a new client is added in Credit Repair Cloud, this automation will instantly create a dedicated folder for them in GoodDay.work, helping you stay organized and efficient. Keep your team on track and save time with this convenient integration.
- When this happens...New Client
Triggered when you add a new client.
- automatically do this!Create Folder
Create a Folder
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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