Credit Repair Cloud + Toodledo
Create tasks in Toodledo for new clients in Credit Repair Cloud
Effortlessly manage your credit repair clients' tasks with this easy-to-implement workflow. When a new client is added in Credit Repair Cloud, a task will be created in Toodledo to streamline your process. Stay organized and efficient, ensuring nothing slips through the cracks as you grow your credit repair business.
Effortlessly manage your credit repair clients' tasks with this easy-to-implement workflow. When a new client is added in Credit Repair Cloud, a task will be created in Toodledo to streamline your process. Stay organized and efficient, ensuring nothing slips through the cracks as you grow your credit repair business.
- When this happens...New Client
Triggered when you add a new client.
- automatically do this!Create Task
This action will create a task with no folder assigned.
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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
