Update clients in Credit Repair Cloud and create projects in Timesheet
Efficiently manage your credit repair clients and track your project progress with this Credit Repair Cloud and Timesheet automation. Whenever you update a client in Credit Repair Cloud, a new project will be created in the Timesheet app, making it easier to stay organized and monitor your tasks. Keep your records up-to-date and streamline your workflow with this seamless integration.
Efficiently manage your credit repair clients and track your project progress with this Credit Repair Cloud and Timesheet automation. Whenever you update a client in Credit Repair Cloud, a new project will be created in the Timesheet app, making it easier to stay organized and monitor your tasks. Keep your records up-to-date and streamline your workflow with this seamless integration.
- When this happens...Update Client
Triggered when you update a client.
- automatically do this!Create Project
Creates a new Project.
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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