Apollo + Credit Repair Cloud

Create tasks in Apollo for new clients in Credit Repair Cloud

Effortlessly manage your new Credit Repair Cloud clients by setting up this workflow to create tasks in Apollo. When a new client is added in Credit Repair Cloud, a task will be automatically created in Apollo, ensuring you never miss a beat when it comes to organizing your work and improving your clients' credit scores. Stay on top of client management and streamline your task assignment with this simple and effective automation.

When this happens...
New Client
Triggered when you add a new client.
TriggerInstant
automatically do this!
Create Task
Creates a Task.
ActionWrite

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Supported triggers and actions

Status Change
Triggered when you convert status from client to any other status or from any other status to client.
Trigger
Instant
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New Client
Triggered when you add a new client.
Trigger
Instant
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New Lead
Triggered when you add a new lead.
Trigger
Instant
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Update Lead
Triggered when you update a lead.
Trigger
Instant
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- First 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
Action
Write

- First NameRequired
- Last NameRequired
- Middle Name
- Suffix
- Email
- 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
Action
Write
- First NameRequired
- Last NameRequired
- Middle Name
- Suffix
- Email
- 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
Action
Write

Contact Updated
Triggers when an existing Contact is updated.
Trigger
Instant
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New Contact
Trigger
Instant
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- First NameRequired
- Last NameRequired
- Organization NameRequired
- title
- Email AddressRequired
- Address
- Website Url
Action
Write
- NoteRequired
- Contacts IDsRequired
- PriorityRequired
- TypeRequired
- Due DateRequired
- Assigned ToRequired
Action
Write
- Contact IDRequired
- Last Name
- First Name
- Email
- Title
- Organization Name
- Account id
- Direct Phone
- Corporate Phone
- Mobile Phone
- Home Phone
Action
Write
- email AddressRequired
Action
Search

New Affiliate
Triggers when a new affiliate is created.
Trigger
Instant
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New Invoice
Triggered when you add a new invoice.
Trigger
Instant
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Update Client
Triggered when you update a client.
Trigger
Instant
Try It
- First 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
Action
Write
- First NameRequired
- Last NameRequired
- EmailRequired
- Mobile PhoneRequired
- GenderRequired
- PortalAccessRequired
- Alternate Phone
- Phone Ext
- Fax
- Address
- Status
- City
- Zip
- Country
- Internal Note
- Companyurl
- Company
Action
Write
- First NameRequired
- Last NameRequired
- EmailRequired
- Total AmountRequired
- Due DateRequired
- Reference NumberRequired
- Open Amount
- Added Date
- Lines
- Paid Amount
- Invoice Date
- Payment Recived Date
Action
Write
Account Updated
Triggers when an existing Account is updated.
Trigger
Instant
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New Account
Triggers when a new Account is created.
Trigger
Instant
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- NameRequired
- Domain
- Phone Number
- Raw Address
Action
Write
- nameRequired
- amountRequired
- Owner ID
- Opportunity Stage Id
- Closed Date
Action
Write
- Account IDRequired
- Name
- Domain
- Phone Number
- Address
Action
Write
- Opportunity IdRequired
- name
- amount
- Opportunity Stage Id
- closed date
- account_id
Action
Write
- Email AddressRequired
- First NameRequired
- Last NameRequired
- Organization NameRequired
- title
- Address
- Website Url
Action
Search or write

About Apollo

Apollo is a unified engagement platform that is the foundation for your entire end-to-end sales strategy. Teams get access to a database of over 200 million contacts, as well as a host of different engagement and analytics tools.

Learn more