Coda + Credit Repair Cloud
Create rows in Coda for new Credit Repair Cloud leads
Seamlessly manage your leads from Credit Repair Cloud with this efficient workflow. Each time a new lead is added in Credit Repair Cloud, a corresponding row will be created or updated in your Coda table. Stay organized and simplify your lead processing with this easy-to-use automation.
Seamlessly manage your leads from Credit Repair Cloud with this efficient workflow. Each time a new lead is added in Credit Repair Cloud, a corresponding row will be created or updated in your Coda table. Stay organized and simplify your lead processing with this easy-to-use automation.
- When this happens...New Lead
Triggered when you add a new lead.
- automatically do this!Upsert Row
Creates a new row or updates an existing row in the selected table by comparing incoming data against existing rows.
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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
