Credit Repair Cloud + Todoist
Create tasks in Todoist for new Credit Repair Cloud clients
Effortlessly manage your credit repair clients by creating a streamlined workflow between Credit Repair Cloud and Todoist. With this automation, whenever a new client is added in Credit Repair Cloud, a corresponding task will be created in Todoist, ensuring you stay organized and on top of each client's needs. Save time and enhance your productivity by eliminating manual data entry and focusing on providing exceptional service.
Effortlessly manage your credit repair clients by creating a streamlined workflow between Credit Repair Cloud and Todoist. With this automation, whenever a new client is added in Credit Repair Cloud, a corresponding task will be created in Todoist, ensuring you stay organized and on top of each client's needs. Save time and enhance your productivity by eliminating manual data entry and focusing on providing exceptional service.
- When this happens...New Client
Triggered when you add a new client.
- automatically do this!Create Task
Creates a new task.
- Free forever for core features
- 14 day trial for premium features & apps
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
