Credit Repair Cloud + Flow
Create tasks in Flow for updated clients in Credit Repair Cloud
Efficiently manage your credit repair clients by automatically creating tasks in Flow when a client is updated in Credit Repair Cloud. This workflow ensures that you stay on top of the necessary actions for each client, so you can provide the best service possible while keeping your team organized and focused. Just set up this automation, and streamline your credit repair process for improved client management.
Efficiently manage your credit repair clients by automatically creating tasks in Flow when a client is updated in Credit Repair Cloud. This workflow ensures that you stay on top of the necessary actions for each client, so you can provide the best service possible while keeping your team organized and focused. Just set up this automation, and streamline your credit repair process for improved client management.
- When this happens...Update Client
Triggered when you update a client.
- automatically do this!Create Task
Creates a new Flow 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
