Credit Repair Cloud + Toodledo

Create tasks in Toodledo for new leads in Credit Repair Cloud

Stay organized and on top of your leads with this workflow between Credit Repair Cloud and Toodledo. Whenever a new lead is added in Credit Repair Cloud, a corresponding task will be created in Toodledo, ensuring you never miss out on following up with potential clients. This seamless integration keeps your tasks updated, helping you manage your leads more effectively.

When this happens...
New Lead
Triggered when you add a new lead.
TriggerInstant
automatically do this!
Create Task
This action will create a task with no folder assigned.
ActionWrite

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Supported triggers and actions

Status Change
Triggered when you convert status from client to any other status or from any other status to client.
Trigger
Instant
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New Client
Triggered when you add a new client.
Trigger
Instant
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New Lead
Triggered when you add a new lead.
Trigger
Instant
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Update Lead
Triggered when you update a lead.
Trigger
Instant
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- First 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
Action
Write

- First NameRequired
- Last NameRequired
- Middle Name
- Suffix
- Email
- 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
Action
Write
- First NameRequired
- Last NameRequired
- Middle Name
- Suffix
- Email
- 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
Action
Write

New Note
Triggers when a new note is created.
Trigger
Polling
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New Task
Triggers when a new task is added.
Trigger
Polling
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- ContextRequired
Trigger
Polling
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- NameRequired
- Private
Action
Write
- FolderRequired
- Context
- Task NameRequired
- Due Date
- Priority
- Starred Task
- Status
- Tags
- Note
Action
Write

New Affiliate
Triggers when a new affiliate is created.
Trigger
Instant
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New Invoice
Triggered when you add a new invoice.
Trigger
Instant
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Update Client
Triggered when you update a client.
Trigger
Instant
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- First 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
Action
Write
- First NameRequired
- Last NameRequired
- EmailRequired
- Mobile PhoneRequired
- GenderRequired
- PortalAccessRequired
- Alternate Phone
- Phone Ext
- Fax
- Address
- Status
- City
- Zip
- Country
- Internal Note
- Companyurl
- Company
Action
Write
- First NameRequired
- Last NameRequired
- EmailRequired
- Total AmountRequired
- Due DateRequired
- Reference NumberRequired
- Open Amount
- Added Date
- Lines
- Paid Amount
- Invoice Date
- Payment Recived Date
Action
Write
New Folder
Triggers when a new folder is created.
Trigger
Polling
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New Starred Task
Triggers when a new starred task is added or when an existing task is starred.
Trigger
Polling
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New Completed Task
Triggers when any task has been marked completed.
Trigger
Polling
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- FolderRequired
Trigger
Polling
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- FolderRequired
- Note TitleRequired
- PrivateRequired
- Note Text
Action
Write