Credit Repair Cloud + Yousign
Create Yousign contacts for new Credit Repair Cloud clients
Efficiently manage your new clients in Credit Repair Cloud by seamlessly adding them as contacts in the Yousign app. This workflow is activated when a new client is added in Credit Repair Cloud, automatically creating a contact in Yousign. Streamline your client onboarding process, save time, and ensure all your important information is consistently updated across both platforms.
Efficiently manage your new clients in Credit Repair Cloud by seamlessly adding them as contacts in the Yousign app. This workflow is activated when a new client is added in Credit Repair Cloud, automatically creating a contact in Yousign. Streamline your client onboarding process, save time, and ensure all your important information is consistently updated across both platforms.
- When this happens...New Client
Triggered when you add a new client.
- automatically do this!Create a Contact
Create a Contact
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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
