Credit Repair Cloud + monday.com
Create boards in monday.com for new clients in Credit Repair Cloud
Efficiently manage your new clients in Credit Repair Cloud by creating a corresponding board in monday.com. With this workflow, whenever a new client is added in Credit Repair Cloud, a board will be created in monday.com to help you stay organized and easily track their progress. This seamless process will save you time and ensure your client data is consistent across both platforms.
Efficiently manage your new clients in Credit Repair Cloud by creating a corresponding board in monday.com. With this workflow, whenever a new client is added in Credit Repair Cloud, a board will be created in monday.com to help you stay organized and easily track their progress. This seamless process will save you time and ensure your client data is consistent across both platforms.
- When this happens...New Client
Triggered when you add a new client.
- automatically do this!Create Board
Creates a new board
- Free forever for core features
- 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
