Asana + Credit Repair Cloud
Create Asana tasks for new Credit Repair Cloud leads
Stay on top of your credit repair leads with this efficient workflow between Credit Repair Cloud and Asana. When a new lead is added in Credit Repair Cloud, a task will be updated in Asana, ensuring you never miss crucial lead information and can effectively manage your tasks. Keep your team informed and working seamlessly by connecting your credit repair leads and task management through this simple yet powerful automation.
Stay on top of your credit repair leads with this efficient workflow between Credit Repair Cloud and Asana. When a new lead is added in Credit Repair Cloud, a task will be updated in Asana, ensuring you never miss crucial lead information and can effectively manage your tasks. Keep your team informed and working seamlessly by connecting your credit repair leads and task management through this simple yet powerful automation.
- When this happens...New Lead
Triggered when you add a new lead.
- automatically do this!Update Task
Updates an existing 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
