Credit Repair Cloud + Paymo
Create tasks in Paymo for new leads in Credit Repair Cloud
Stay on top of new leads and streamline your project management with this Credit Repair Cloud to Paymo workflow. When a new lead is added in Credit Repair Cloud, this automation creates a task in Paymo, ensuring that your team can quickly start working on it. Save time on manual data entry and focus on providing quality services to your clients.
Stay on top of new leads and streamline your project management with this Credit Repair Cloud to Paymo workflow. When a new lead is added in Credit Repair Cloud, this automation creates a task in Paymo, ensuring that your team can quickly start working on it. Save time on manual data entry and focus on providing quality services to your clients.
- When this happens...New Lead
Triggered when you add a new lead.
- automatically do this!Create Task
Creates a new 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
