Credit Repair Cloud + Microsoft To Do
Create tasks in Microsoft To Do when clients are updated in Credit Repair Cloud
Keep your tasks organized and up-to-date whenever a client is updated in Credit Repair Cloud. This workflow initiates when a client's information changes in Credit Repair Cloud, and promptly creates a new task in Microsoft To Do. Stay on top of your credit repair business and ensure no client update goes unnoticed with this seamless automation.
Keep your tasks organized and up-to-date whenever a client is updated in Credit Repair Cloud. This workflow initiates when a client's information changes in Credit Repair Cloud, and promptly creates a new task in Microsoft To Do. Stay on top of your credit repair business and ensure no client update goes unnoticed with this seamless automation.
- When this happens...Update Client
Triggered when you update a client.
- automatically do this!Create Task
Triggers when a new task is created.
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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
