Credit Repair Cloud + Timeular
Create tags in Timeular for new clients in Credit Repair Cloud
Easily keep track of new clients in your Credit Repair Cloud with this simple workflow. When you add a new client in Credit Repair Cloud, a corresponding tag will be created in Timeular, helping you manage and organize your time more effectively. Stay on top of your client relationships and streamline your processes without any manual effort.
Easily keep track of new clients in your Credit Repair Cloud with this simple workflow. When you add a new client in Credit Repair Cloud, a corresponding tag will be created in Timeular, helping you manage and organize your time more effectively. Stay on top of your client relationships and streamline your processes without any manual effort.
- When this happens...New Client
Triggered when you add a new client.
- automatically do this!Create Tag
Creates an tag.
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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
