Credit Repair Cloud + Productboard
Create notes in Productboard for new clients in Credit Repair Cloud
Effortlessly stay organized and enhance your client onboarding process with this automation. When a new client is added in Credit Repair Cloud, a note is created in Productboard to help you keep track of important client information. Save time and ensure consistent communication by streamlining your client management workflow.
Effortlessly stay organized and enhance your client onboarding process with this automation. When a new client is added in Credit Repair Cloud, a note is created in Productboard to help you keep track of important client information. Save time and ensure consistent communication by streamlining your client management workflow.
- When this happens...New Client
Triggered when you add a new client.
- automatically do this!Create Note
Triggers when a new note is created.
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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
