Credit Repair Cloud + Easy Project
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.
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 Client
Triggered when you add a new client.
- automatically do this!Create Task
Create a new task.
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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
