Billsby + Credit Repair Cloud
Update Billsby customer details when new clients are added in Credit Repair Cloud
Effortlessly keep your customer information up-to-date between Credit Repair Cloud and Billsby with this seamless workflow. Whenever a new client is added in Credit Repair Cloud, their details will be instantly updated in Billsby, ensuring accurate and organized records for smooth billing processes. Save time and minimize manual entry errors with this efficient integration.
Effortlessly keep your customer information up-to-date between Credit Repair Cloud and Billsby with this seamless workflow. Whenever a new client is added in Credit Repair Cloud, their details will be instantly updated in Billsby, ensuring accurate and organized records for smooth billing processes. Save time and minimize manual entry errors with this efficient integration.
- When this happens...New Client
Triggered when you add a new client.
- automatically do this!Update Customer Details
Update customer details
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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
