Credit Repair Cloud + monday.com
Create columns in monday.com for new Credit Repair Cloud clients
Streamline your client onboarding process by connecting Credit Repair Cloud with monday.com. With this workflow, every time a new client is added in Credit Repair Cloud, a new column will be created in monday.com, helping you stay organized and manage your clients more efficiently. Save time and improve your client management system by setting up this simple automation.
Streamline your client onboarding process by connecting Credit Repair Cloud with monday.com. With this workflow, every time a new client is added in Credit Repair Cloud, a new column will be created in monday.com, helping you stay organized and manage your clients more efficiently. Save time and improve your client management system by setting up this simple automation.
- When this happens...New Client
Triggered when you add a new client.
- automatically do this!Create Column
Create a new column in board.
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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
