Credit Repair Cloud + Remember The Milk
Create new tasks in Remember The Milk for new clients in Credit Repair Cloud
Effortlessly manage your new Credit Repair Cloud clients by creating a task in Remember The Milk with this automation. Each time a new client is added in Credit Repair Cloud, a corresponding task will be generated in Remember The Milk, making it easy to keep track of your client-related tasks and stay organized. Stay on top of your responsibilities and provide excellent service for your clients without any extra effort.
Effortlessly manage your new Credit Repair Cloud clients by creating a task in Remember The Milk with this automation. Each time a new client is added in Credit Repair Cloud, a corresponding task will be generated in Remember The Milk, making it easy to keep track of your client-related tasks and stay organized. Stay on top of your responsibilities and provide excellent service for your clients without any extra effort.
- When this happens...New Client
Triggered when you add a new client.
- automatically do this!Create a New Task
This action will create 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
