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.
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.
- 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
