Create tasks in Microsoft To Do for new clients in Credit Repair Cloud
Efficiently manage your credit repair clients by automating the task creation process. With this workflow, each time a new client is added in Credit Repair Cloud, a corresponding task will be created in Microsoft To Do for seamless task tracking. Stay organized and never miss a beat in assisting your clients with their credit repair needs.
Efficiently manage your credit repair clients by automating the task creation process. With this workflow, each time a new client is added in Credit Repair Cloud, a corresponding task will be created in Microsoft To Do for seamless task tracking. Stay organized and never miss a beat in assisting your clients with their credit repair needs.
- When this happens...New Client
Triggered when you add a new client.
- automatically do this!Complete Task
Marks a task as complete.
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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