Asana + Credit Repair Cloud
Create Asana sections for new Credit Repair Cloud clients
Effortlessly manage your new clients from Credit Repair Cloud by setting up a seamless workflow to create sections in your Asana projects. With this automated process, whenever you add a new client in Credit Repair Cloud, a new section will be created in your designated Asana project. Streamline your client onboarding process and stay organized without any manual intervention.
Effortlessly manage your new clients from Credit Repair Cloud by setting up a seamless workflow to create sections in your Asana projects. With this automated process, whenever you add a new client in Credit Repair Cloud, a new section will be created in your designated Asana project. Streamline your client onboarding process and stay organized without any manual intervention.
- When this happens...New Client
Triggered when you add a new client.
- automatically do this!Create Section
Creates a new section within a project.
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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
