Credit Repair Cloud + Harvest
Create tasks in Harvest for new clients in Credit Repair Cloud
Efficiently manage your credit repair clients and tasks with this seamless workflow between Credit Repair Cloud and Harvest. When a new client is added in Credit Repair Cloud, a task will be created in Harvest, helping you stay organized and prioritize your work. Streamline your credit repair business processes and save time with this automation.
Efficiently manage your credit repair clients and tasks with this seamless workflow between Credit Repair Cloud and Harvest. When a new client is added in Credit Repair Cloud, a task will be created in Harvest, helping you stay organized and prioritize your work. Streamline your credit repair business processes and save time with this automation.
- When this happens...New Client
Triggered when you add a new client.
- automatically do this!Create Task
Creates a Task and optionally assigns it to a project
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- 14 day trial for premium features & apps
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
