Create Asana tasks for new Credit Repair Cloud clients in project sections
Effortlessly manage your tasks for new clients in Credit Repair Cloud by using this automation that links it with Asana. When a new client is added in Credit Repair Cloud, a task will be created and added to a specific section of your Asana project. This seamlessly connects your credit repair workflow with your project management, ensuring nothing slips through the cracks while you focus on growing your business.
Effortlessly manage your tasks for new clients in Credit Repair Cloud by using this automation that links it with Asana. When a new client is added in Credit Repair Cloud, a task will be created and added to a specific section of your Asana project. This seamlessly connects your credit repair workflow with your project management, ensuring nothing slips through the cracks while you focus on growing your business.
- When this happens...New Client
Triggered when you add a new client.
- automatically do this!Add Task to Section of Project
Adds a task to a section of 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