Credit Letters Software + Trello
Create Trello cards from new generated letters in Credit Letters Software
Turn your generated letter file into an actionable to do list in Trello. Every time a new letter is generated in Credit Letters Software, Zapier will automatically create a Trello card.
Turn your generated letter file into an actionable to do list in Trello. Every time a new letter is generated in Credit Letters Software, Zapier will automatically create a Trello card.
- When this happens...New Letter Generated
Triggers when a new letter is generated.
- automatically do this!Create Card
Triggers when a new card is added.
- Free forever for core features
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Client Status Changed
Triggers when a client status is changed.
Try ItNew Client
Triggers when a new client is created.
Try ItNew Letter Generated
Triggers when a new letter is generated.
Try ItUpdate Lead
Triggers when a lead is updated.
Try It
Delete Lead
Triggers when a lead is deleted.
Try ItNew Lead
Triggers when a new lead is created.
Try ItUpdate Client
Triggers when a client is updated.
Try ItFirst NameRequired
Last NameRequired
Full Name
EmailRequired
PhoneRequired
Date Of BirthRequired
Street Number
Street Name
State
City
ZipRequired
SSN
What Is Your Main GoalRequired
StatusRequired
Document Tracking Number
Client Portal Access
About Credit Letters Software
Cloud-based Software and CRM for the Credit Repair Industry. Designed for credit consultants and starting a credit repair business.
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Zapier Interfaces
App Builder, CRM (Customer Relationship Management), Forms & Surveys, ZapierAbout Trello
Trello is a team collaboration tool that lets you organize anything and everything to keep your projects on task.
