Asana + Credit Repair Cloud
Create Asana subtasks for new Credit Repair Cloud leads
Effortlessly manage your new leads in Credit Repair Cloud by instantly creating subtasks in Asana. With this automation, once a new lead is added to Credit Repair Cloud, a corresponding subtask will be set up in your Asana workspace. This workflow helps you stay organized and ensures that essential follow-up actions with new clients are taken care of efficiently.
Effortlessly manage your new leads in Credit Repair Cloud by instantly creating subtasks in Asana. With this automation, once a new lead is added to Credit Repair Cloud, a corresponding subtask will be set up in your Asana workspace. This workflow helps you stay organized and ensures that essential follow-up actions with new clients are taken care of efficiently.
- When this happens...New Lead
Triggered when you add a new lead.
- automatically do this!Create Subtask
Adds a subtask to 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
