Any.do Personal + Credit Repair Cloud
Create tasks in Any.do Personal for new clients in Credit Repair Cloud
Effortlessly manage your new credit repair clients with this seamless workflow. When a new client is added to Credit Repair Cloud, a task will be created in Any.do Personal, ensuring you stay organized and on top of your client's needs. Streamline your client management process and never miss an important task with this automation.
Effortlessly manage your new credit repair clients with this seamless workflow. When a new client is added to Credit Repair Cloud, a task will be created in Any.do Personal, ensuring you stay organized and on top of your client's needs. Streamline your client management process and never miss an important task with this automation.
- When this happens...New Client
Triggered when you add a new client.
- automatically do this!Create Task
Creates a new task.
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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
