Create TimeCamp tasks for updated Credit Repair Cloud clients
Stay organized and ensure timely follow-ups with your credit repair clients by effortlessly creating tasks in TimeCamp. With this workflow, whenever there's a client update in Credit Repair Cloud, a new task will be added in TimeCamp, helping you manage your schedule more effectively. Save time and streamline your processes, while keeping a close eye on your clients' progress.
Stay organized and ensure timely follow-ups with your credit repair clients by effortlessly creating tasks in TimeCamp. With this workflow, whenever there's a client update in Credit Repair Cloud, a new task will be added in TimeCamp, helping you manage your schedule more effectively. Save time and streamline your processes, while keeping a close eye on your clients' progress.
- When this happens...Update Client
Triggered when you update a client.
- automatically do this!Create Task
Creates 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