Credit Repair Cloud + Teamwork

Create tasks in Teamwork for new clients in Credit Repair Cloud

Efficiently manage your new clients in Credit Repair Cloud by automating the task creation process in Teamwork. With this workflow, whenever you add a new client in Credit Repair Cloud, it will create a corresponding task in Teamwork, saving you time and ensuring a consistent approach to managing your credit repair clients. Streamline your client onboarding and enhance your team's productivity with this seamless integration.

When this happens...
New Client
Triggered when you add a new client.
TriggerInstant
automatically do this!
Create Task
Creates a new task.
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

Calendar Event Reminder
Triggered when a calendar event reminder is sent.
Trigger
Instant
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New Column
Triggered when you add a new column.
Trigger
Instant
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New Company
Triggered when you add a new company.
Trigger
Instant
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New File
Triggered when you add a new file.
Trigger
Instant
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New Link
Triggered when you add a new link.
Trigger
Instant
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New Message Reply
Triggered when you add a new message reply.
Trigger
Instant
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New Notebook
Triggered when you add a new notebook.
Trigger
Instant
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New Project
Triggered when you add a new project.
Trigger
Instant
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New Risk
Triggered when you add a new risk.
Trigger
Instant
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New Task
Triggered when you add a new task.
Trigger
Instant
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- Trigger onRequired
Trigger
Instant
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- Task List TemplateRequired
- ProjectRequired
Action
Write
- NameRequired
- Color
Action
Write
- NameRequired
- Website
Action
Write
- ProjectRequired
- NameRequired
- Parent Category
Action
Write
- ProjectRequired
- File NameRequired
- FileRequired
- Display Name
- Description
- Category Name
- Private
- Notify
- Tags
Action
Write
- ProjectRequired
- NameRequired
- Parent Category
Action
Write
- ProjectRequired
- TitleRequired
- Description
- LinkRequired
- Open in New Window?
- Width
- Height
- Category
- Who should be notified?
- Private to Owner Company?
- Who can see it?
- Tags
Action
Write
- ProjectRequired
- NameRequired
- Parent Category
Action
Write
- ProjectRequired
- MessageRequired
- BodyRequired
- Who should be notified?
- Post as Another User
Action
Write
- ProjectRequired
- TitleRequired
- Description
- When is this due?Required
- Who is responsible?Required
- Notify
- Private to Owner Company?
- Who can see it?
- Reminder
- Tags
Action
Write

Credit Repair Cloud + Teamwork

Create tasks in Teamwork for new clients in Credit Repair Cloud

Supported triggers and actions

Status Change

New Client

New Lead

Update Lead

Change Lead

Create Client

Create Lead

Calendar Event Reminder

New Column

New Company

New File

New Link

New Message Reply

New Notebook

New Project

New Risk

New Task

Task Updated or Deleted

Add Task List From Template

Create Calendar Event Type

Create Company

Create File Category

Upload File to Project

Create Link Category

Create Link

Create Message Category

Create Message Reply

Create Milestone