Credit Repair Cloud + Harvest
Create new Harvest projects for Credit Repair Cloud clients
Effortlessly manage your growing client list by connecting Credit Repair Cloud to Harvest with this streamlined workflow. Whenever a new client is added in Credit Repair Cloud, a project will be created in Harvest, ensuring all your credit repair tasks are organized and accessible in one place. Simplify your client management and let this automation handle the project creation for you.
Effortlessly manage your growing client list by connecting Credit Repair Cloud to Harvest with this streamlined workflow. Whenever a new client is added in Credit Repair Cloud, a project will be created in Harvest, ensuring all your credit repair tasks are organized and accessible in one place. Simplify your client management and let this automation handle the project creation for you.
- When this happens...New Client
Triggered when you add a new client.
- automatically do this!Create Project
Creates a Project
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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
