Credit Repair Cloud + Redbooth
Create Redbooth tasks for new Credit Repair Cloud clients
Stay organized and manage your tasks efficiently whenever you have a new client in Credit Repair Cloud. With this workflow, each time a new client is added in Credit Repair Cloud, a corresponding task will be created in Redbooth, ensuring you never miss a beat. Simplify your client management process and improve productivity with this seamless automation.
Stay organized and manage your tasks efficiently whenever you have a new client in Credit Repair Cloud. With this workflow, each time a new client is added in Credit Repair Cloud, a corresponding task will be created in Redbooth, ensuring you never miss a beat. Simplify your client management process and improve productivity with this seamless automation.
- When this happens...New Client
Triggered when you add a new client.
- automatically do this!Create Task
Triggers when a new task 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
