Credit Repair Cloud + monday.com
Create new monday.com items for Credit Repair Cloud clients
Effortlessly manage your new clients from Credit Repair Cloud by creating corresponding items in monday.com. Utilizing this automation, each time a new client is added to Credit Repair Cloud, an item will be instantly generated in your monday.com board. This seamless integration ensures that your onboarding process stays organized and up-to-date, allowing you to focus on providing top-notch service to your clients.
Effortlessly manage your new clients from Credit Repair Cloud by creating corresponding items in monday.com. Utilizing this automation, each time a new client is added to Credit Repair Cloud, an item will be instantly generated in your monday.com board. This seamless integration ensures that your onboarding process stays organized and up-to-date, allowing you to focus on providing top-notch service to your clients.
- When this happens...New Client
Triggered when you add a new client.
- automatically do this!Create Item
Create a new Item in a board
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- 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
