Credit Repair Cloud + Notion
Create Notion pages for new Credit Repair Cloud clients
Stay organized and streamline your client management process with this automation. Whenever a new client is added in Credit Repair Cloud, a page will be created in Notion to store and manage their information. This workflow ensures all client information is efficiently stored in a consistent manner, saving you valuable time and effort in manually transferring data.
Stay organized and streamline your client management process with this automation. Whenever a new client is added in Credit Repair Cloud, a page will be created in Notion to store and manage their information. This workflow ensures all client information is efficiently stored in a consistent manner, saving you valuable time and effort in manually transferring data.
- When this happens...New Client
Triggered when you add a new client.
- automatically do this!Create Page
Creates a Page inside a parent page
- 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
