Credit Repair Cloud + MyDesk
Create MyDesk tasks for new Credit Repair Cloud clients
Easily manage tasks for new clients in your Credit Repair Cloud with this workflow. Whenever a new client is added in Credit Repair Cloud, a task will be created in MyDesk, keeping your task management organized and streamlined. This automation helps you stay on top of client requests and ensures nothing falls through the cracks.
Easily manage tasks for new clients in your Credit Repair Cloud with this workflow. Whenever a new client is added in Credit Repair Cloud, a task will be created in MyDesk, keeping your task management organized and streamlined. This automation helps you stay on top of client requests and ensures nothing falls through the cracks.
- When this happens...New Client
Triggered when you add a new client.
- automatically do this!Create Task
Creates a 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
