AddEvent + Credit Repair Cloud
Create events in AddEvent for new clients in Credit Repair Cloud
Stay organized and efficient by automatically creating events for new clients in Credit Repair Cloud. With this workflow, every time a new client is added to Credit Repair Cloud, an event will be created in the AddEvent app. Keep track of important milestones and tasks associated with each client, ensuring a streamlined and professional experience for both you and your customers.
Stay organized and efficient by automatically creating events for new clients in Credit Repair Cloud. With this workflow, every time a new client is added to Credit Repair Cloud, an event will be created in the AddEvent app. Keep track of important milestones and tasks associated with each client, ensuring a streamlined and professional experience for both you and your customers.
- When this happens...New Client
Triggered when you add a new client.
- automatically do this!Create Event
Creates a new event on your AddEvent calendar.
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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
