Credit Repair Cloud + Zoho Projects
Create task lists in Zoho Projects for new clients in Credit Repair Cloud
Stay organized and efficient with this seamless workflow between Credit Repair Cloud and Zoho Projects. When a new client is added in Credit Repair Cloud, a task list will be created in Zoho Projects, helping you manage your credit repair tasks effectively. Say goodbye to manual data entry and keep your projects up-to-date with this time-saving automation.
Stay organized and efficient with this seamless workflow between Credit Repair Cloud and Zoho Projects. When a new client is added in Credit Repair Cloud, a task list will be created in Zoho Projects, helping you manage your credit repair tasks effectively. Say goodbye to manual data entry and keep your projects up-to-date with this time-saving automation.
- When this happens...New Client
Triggered when you add a new client.
- automatically do this!Create Task List
Creates a new Task List.
- 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
