Asana + Credit Repair Cloud
Add files to Asana tasks when new clients are added in Credit Repair Cloud
Effortlessly streamline your client onboarding process in Credit Repair Cloud with this time-saving workflow. When you add a new client in Credit Repair Cloud, this automation will attach a file to a task in Asana, ensuring all important documents are easily accessible for your team. Stay organized and enhance collaboration with this simple yet effective integration.
Effortlessly streamline your client onboarding process in Credit Repair Cloud with this time-saving workflow. When you add a new client in Credit Repair Cloud, this automation will attach a file to a task in Asana, ensuring all important documents are easily accessible for your team. Stay organized and enhance collaboration with this simple yet effective integration.
- When this happens...New Client
Triggered when you add a new client.
- automatically do this!Attach File
Attaches a File to 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
