Credit Repair Cloud + Targetprocess

Create Targetprocess user stories from new Credit Repair Cloud leads

Effortlessly manage your leads with this Credit Repair Cloud and Targetprocess integration. When a new lead is added in Credit Repair Cloud, this workflow automatically creates a user story in Targetprocess, making it easier for your team to track and prioritize tasks. Save time and improve task management by connecting the power of Credit Repair Cloud and Targetprocess in one seamless process.

When this happens...
New Lead
Triggered when you add a new lead.
TriggerInstant
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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.
ActionWrite

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Supported triggers and actions

Status Change
Triggered when you convert status from client to any other status or from any other status to client.
Trigger
Instant
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New Client
Triggered when you add a new client.
Trigger
Instant
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New Lead
Triggered when you add a new lead.
Trigger
Instant
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Update Lead
Triggered when you update a lead.
Trigger
Instant
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- First 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
Action
Write

- First NameRequired
- Last NameRequired
- Middle Name
- Suffix
- Email
- 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
Action
Write
- First NameRequired
- Last NameRequired
- Middle Name
- Suffix
- Email
- 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
Action
Write

New Build
Triggers when a new Build is added by user.
Trigger
Polling
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New Feature
Triggers when new Feature is added by user.
Trigger
Polling
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New Release
Triggers when a new Release is added.
Trigger
Polling
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New Task
Triggers when a new Task is added by user.
Trigger
Polling
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New Time
Triggers when a new Time record is added to some Entity by User.
Trigger
Polling
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Add Requester to Request
Create new User-Requester and attach her to existing Request.
Action
Write
Create Bug
Creates a new Bug (defect, error, flaw, mistake, failure or fault in a computer program). Can relate to User Story. Can be assigned to Release and Iteration.
Action
Write
Create Comment
Appends a new Comment to existing Entity.
Action
Write
Create Request
Creates a Request, which can represent idea, issue or question from users.
Action
Write
Create Time
Create a Time record by User for specific Entity.
Action
Write
Delete Entity
Deletes an Entity, which follows selected criteria.
Action
Write

New Affiliate
Triggers when a new affiliate is created.
Trigger
Instant
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New Invoice
Triggered when you add a new invoice.
Trigger
Instant
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Update Client
Triggered when you update a client.
Trigger
Instant
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- First 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
Action
Write
- First NameRequired
- Last NameRequired
- EmailRequired
- Mobile PhoneRequired
- GenderRequired
- PortalAccessRequired
- Alternate Phone
- Phone Ext
- Fax
- Address
- Status
- City
- Zip
- Country
- Internal Note
- Companyurl
- Company
Action
Write
- First NameRequired
- Last NameRequired
- EmailRequired
- Total AmountRequired
- Due DateRequired
- Reference NumberRequired
- Open Amount
- Added Date
- Lines
- Paid Amount
- Invoice Date
- Payment Recived Date
Action
Write
New Bug
Triggers when a new Bug is added.
Trigger
Polling
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New Comment
Triggers when a new Comment is added to some Entity.
Trigger
Polling
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New Iteration
Triggers when a new Iteration is added.
Trigger
Polling
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New Request
Triggers when a new Request is added.
Trigger
Polling
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New Team Iteration
Triggers when a new Team Iteration is added.
Trigger
Polling
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New User Story
Triggers when a new User Story is added.
Trigger
Polling
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Change State
Change state of existing Entity. .
Action
Write
Create Build
Creates a Build entity in a project. Bugs and source code Revisions can be assigned to Build.
Action
Write
Create Feature
Create a Feature, a high-level requirement which contains User Stories.
Action
Write
Create Task
Creates a Task, a small chunk of work, typically less than 16 hours. Task must relate to User Story.
Action
Write
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.
Action
Write