Create cards in Trello for new clients in Credit Repair Cloud
Manage your workflow with ease when you add new clients in Credit Repair Cloud. This automation will instantly create a new card in Trello, ensuring that each new client is added to your tasks without manual effort. Keep track of your progress, maintain organization, and increase your productivity with this easy, efficient process.
Manage your workflow with ease when you add new clients in Credit Repair Cloud. This automation will instantly create a new card in Trello, ensuring that each new client is added to your tasks without manual effort. Keep track of your progress, maintain organization, and increase your productivity with this easy, efficient process.
- When this happens...New Client
Triggered when you add a new client.
- automatically do this!Create Card
Adds a new card on a specific board and list.
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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