Create Targetprocess user stories for new Credit Repair Cloud clients
Efficiently manage your credit repair clients and streamline your project tracking with this workflow. When a new client is added in Credit Repair Cloud, a user story will be created in Targetprocess, making it easier to track and organize tasks related to each client. Enhance your productivity and stay on top of your client's credit repair journey with this seamless workflow.
Efficiently manage your credit repair clients and streamline your project tracking with this workflow. When a new client is added in Credit Repair Cloud, a user story will be created in Targetprocess, making it easier to track and organize tasks related to each client. Enhance your productivity and stay on top of your client's credit repair journey with this seamless workflow.
- When this happens...New Client
Triggered when you add a new client.
- automatically do this!Create User Story
Creates a User Story, a statement of end user requirements in a couple of sentences. User Story can be assigned to Iteration or Release.
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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