Credit Repair Cloud + MeisterTask
Create MeisterTask tasks for updated Credit Repair Cloud clients
Stay organized and efficient when managing your clients in Credit Repair Cloud by automatically creating tasks in MeisterTask whenever a client update occurs. This workflow ensures that you never miss crucial client updates and helps you maintain a streamlined task management process. Plus, it saves time by eliminating the need for manual task creation and keeps your team on track with the latest client information.
Stay organized and efficient when managing your clients in Credit Repair Cloud by automatically creating tasks in MeisterTask whenever a client update occurs. This workflow ensures that you never miss crucial client updates and helps you maintain a streamlined task management process. Plus, it saves time by eliminating the need for manual task creation and keeps your team on track with the latest client information.
- When this happens...Update Client
Triggered when you update a client.
- automatically do this!Create Task
Creates 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
