Coda + Credit Repair Cloud
Automatically update Coda rows for new Credit Repair Cloud leads
Effortlessly keep track of new leads in your Credit Repair Cloud app by updating a row in Coda. With this workflow, whenever a new lead is added to Credit Repair Cloud, a corresponding row will be updated in your Coda document, ensuring your data is always organized and up-to-date. This automation not only saves time but also reduces the chance of errors from manual data entry.
Effortlessly keep track of new leads in your Credit Repair Cloud app by updating a row in Coda. With this workflow, whenever a new lead is added to Credit Repair Cloud, a corresponding row will be updated in your Coda document, ensuring your data is always organized and up-to-date. This automation not only saves time but also reduces the chance of errors from manual data entry.
- When this happens...New Lead
Triggered when you add a new lead.
- automatically do this!Update Row
Updates an existing row in the selected table.
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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
