Credit Repair Cloud + LiquidPlanner Classic
Create tasks in LiquidPlanner Classic for new clients in Credit Repair Cloud
Stay organized and efficient in managing your credit repair clients by automatically creating tasks in LiquidPlanner Classic whenever a new client is added in Credit Repair Cloud. This workflow helps you ensure that all necessary steps are taken for each client and allows you to focus more on providing excellent service rather than getting bogged down in manual task creation. Streamline your client management process with this seamless integration.
Stay organized and efficient in managing your credit repair clients by automatically creating tasks in LiquidPlanner Classic whenever a new client is added in Credit Repair Cloud. This workflow helps you ensure that all necessary steps are taken for each client and allows you to focus more on providing excellent service rather than getting bogged down in manual task creation. Streamline your client management process with this seamless integration.
- When this happens...New Client
Triggered when you add a new client.
- automatically do this!Create a Task
Create a new task in Liquid Planner.
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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
