Credit Repair Cloud + Easy Project

Credit Repair Cloud + Easy Project integrations

Create tasks in Easy Project for new clients in Credit Repair Cloud

Efficiently manage your credit repair clients by automating the task creation process in Easy Project. With this workflow, whenever a new client is added to Credit Repair Cloud, a corresponding task will be created in Easy Project, helping you stay organized and on track. Improve your client management and never miss important tasks with this seamless automation.

When this happens...
New ClientTriggered when you add a new client.
TriggerInstant
automatically do this!
Create TaskCreate a new task.
ActionWrite

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More things you can do with Credit Repair Cloud and Easy Project

Discover other triggers and actions you can use with Credit Repair Cloud and Easy Project

Status Change
Triggered when you convert status from client to any other status or from any other status to client.
Trigger
Instant
Try It
New Client
Triggered when you add a new client.
Trigger
Instant
Try It
New Lead
Triggered when you add a new lead.
Trigger
Instant
Try It
Update Lead
Triggered when you update a lead.
Trigger
Instant
Try It
- First Name
  Required
- Last Name
  Required
- Email
  Required
- 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
Action
Write

- First Name
  Required
- Last Name
  Required
- Middle Name
- Suffix
- Email
- 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
Action
Write
- First Name
  Required
- Last Name
  Required
- Middle Name
- Suffix
- Email
- 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
Action
Write

- Project
Trigger
Polling
Try It
- Project
- User
Trigger
Polling
Try It
- Subject
  Required
- Description
- Project
  Required
- Task type
  Required
- Priority
  Required
- Status
  Required
- Author
  Required
- Assigned to
- Start Date
- Due Date
Action
Write
- Entity Type
  Required
- Insert Project / Task / Milestone ID
  Required
- Name
  Required
- Total Amount
  Required
- Currency Code
- Date
  Required
- Description
Action
Write
- Entity Type
  Required
- Insert Project / Task / Milestone ID
  Required
- Name
  Required
- Total Amount
  Required
- Currency Code
- Date
  Required
- Description
Action
Write
- Project
- Task
  Required
- Subject Update
- Notes Update
- Status Update
- Priority Update
- Assigned to ID Update
Action
Write
- Name
  Required
- Project
Action
Search

New Affiliate
Triggers when a new affiliate is created.
Trigger
Instant
Try It
New Invoice
Triggered when you add a new invoice.
Trigger
Instant
Try It
Update Client
Triggered when you update a client.
Trigger
Instant
Try It
- First Name
  Required
- Last Name
  Required
- Email
  Required
- 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
Action
Write
- First Name
  Required
- Last Name
  Required
- Email
  Required
- Mobile Phone
  Required
- Gender
  Required
- PortalAccess
  Required
- Alternate Phone
- Phone Ext
- Fax
- Address
- Status
- City
- Zip
- Country
- Internal Note
- Companyurl
- Company
Action
Write
- First Name
  Required
- Last Name
  Required
- Email
  Required
- Total Amount
  Required
- Due Date
  Required
- Reference Number
  Required
- Open Amount
- Added Date
- Lines
- Paid Amount
- Invoice Date
- Payment Recived Date
Action
Write
New Project
Triggers when a new project is created.
Trigger
Polling
Try It
- Name
  Required
- Run on
  Required
- Project
Trigger
Instant
Try It
- Project Name
  Required
- Project Description
- Due Date
- Priority
  Required
Action
Write
- Project
  Required
- Task
- User
  Required
- Activity
  Required
- Hours
  Required
- Spent On date
  Required
- Comments
Action
Write
- Entity Type
  Required
- Insert Project / Task / Milestone ID
  Required
- Name
  Required
- Total Amount
  Required
- Currency Code
- Date
  Required
- Description
Action
Write
- Entity Type
  Required
- Insert Project / Task / Milestone ID
  Required
- Name
  Required
- Total Amount
  Required
- Currency Code
- Date
  Required
- Description
Action
Write
- Name
  Required
Action
Search
- Project Name
  Required
- Project Description
- Due Date
- Priority
  Required
Action
Search or write

About Credit Repair Cloud

Cloud-based Credit Repair Software and CRM. For mortgage brokers and entrepreneurs. Help your clients or start a credit repair business.

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Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Forms

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

About Easy Project

Easy Project is a professional project management software for you, your team and the whole company. Based on WBS, Gantt, Agile and other best PM practices. It is compatible with modules for Resources, Finances, Help Desk and CRM.

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Related categories

Project Management

Related Zap Templates

Create tasks in Easy Project for new leads in Credit Repair Cloud

Related Zap Templates

Create tasks in Easy Project for new leads in Credit Repair Cloud