Credit Repair Cloud + Virtually
Create or update Virtually members for new Credit Repair Cloud clients
Efficiently manage your credit repair clients with this automation that connects Credit Repair Cloud and Virtually. When you add a new client in Credit Repair Cloud, this workflow will create or update their respective member profile in Virtually, ensuring that your records are always up-to-date and organized. Say goodbye to manual data entry and never worry about outdated client information again.
Efficiently manage your credit repair clients with this automation that connects Credit Repair Cloud and Virtually. When you add a new client in Credit Repair Cloud, this workflow will create or update their respective member profile in Virtually, ensuring that your records are always up-to-date and organized. Say goodbye to manual data entry and never worry about outdated client information again.
- When this happens...New Client
Triggered when you add a new client.
- automatically do this!Create or Update Member
Creates a new member, or if a member with the given email address already exists, updates the member's name.
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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
