Create TIMIFY customers from new Credit Repair Cloud clients
Effortlessly manage your clients between Credit Repair Cloud and TIMIFY with this seamless workflow. Whenever you add a new client in Credit Repair Cloud, this automation will create a customer in TIMIFY, saving you time and ensuring consistency across both platforms. Stay organized and improve your client management process with this efficient solution.
Effortlessly manage your clients between Credit Repair Cloud and TIMIFY with this seamless workflow. Whenever you add a new client in Credit Repair Cloud, this automation will create a customer in TIMIFY, saving you time and ensuring consistency across both platforms. Stay organized and improve your client management process with this efficient solution.
- When this happens...New Client
Triggered when you add a new client.
- automatically do this!Create Customer
To Create a Customer in Timify
- 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