ClickUp + Credit Repair Cloud
Create custom fields in ClickUp for every new client in Credit Repair Cloud
When a new client is added in your Credit Repair Cloud application, streamline your workflow by instantly adding a custom field for them in your ClickUp app. This automated process ensures that all client information is centrally managed and up-to-date, alleviating manual data entry errors and saving valuable time. Gain efficiency by integrating your credit repair and project management systems.
When a new client is added in your Credit Repair Cloud application, streamline your workflow by instantly adding a custom field for them in your ClickUp app. This automated process ensures that all client information is centrally managed and up-to-date, alleviating manual data entry errors and saving valuable time. Gain efficiency by integrating your credit repair and project management systems.
- When this happens...New Client
Triggered when you add a new client.
- automatically do this!Create Custom Field
Creates a new custom field
- Free forever for core features
- 14 day trial for premium features & apps
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
