Create tasks in Apollo for updated clients in Credit Repair Cloud
Efficiently manage your clients and tasks with this seamless workflow between Credit Repair Cloud and Apollo. When a client's information is updated in Credit Repair Cloud, a new task will be created in Apollo to keep you on track with your responsibilities. Stay organized and ensure no detail is missed by connecting these two powerful tools with this time-saving automation.
Efficiently manage your clients and tasks with this seamless workflow between Credit Repair Cloud and Apollo. When a client's information is updated in Credit Repair Cloud, a new task will be created in Apollo to keep you on track with your responsibilities. Stay organized and ensure no detail is missed by connecting these two powerful tools with this time-saving automation.
- When this happens...Update Client
Triggered when you update a client.
- automatically do this!Create Task
Creates a 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


