Credit Repair Cloud + TimelinesAI
Create TimelinesAI chats for new Credit Repair Cloud leads and send files to existing chats
Effortlessly manage your leads from Credit Repair Cloud with this seamless integration in TimelinesAI. When a new lead is added in Credit Repair Cloud, their file is sent to an existing chat in TimelinesAI, helping you save time and organize essential information for easy access. Enhance your client interactions and reduce manual work with this automated workflow.
Effortlessly manage your leads from Credit Repair Cloud with this seamless integration in TimelinesAI. When a new lead is added in Credit Repair Cloud, their file is sent to an existing chat in TimelinesAI, helping you save time and organize essential information for easy access. Enhance your client interactions and reduce manual work with this automated workflow.
- When this happens...New Lead
Triggered when you add a new lead.
- automatically do this!Send File to Existing Chat
Sends file to existing chat.
- 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
