Credit Repair Cloud + monday.com
Create new subitems in monday.com for new Credit Repair Cloud clients
Effortlessly manage your new clients from Credit Repair Cloud by creating subitems in monday.com with this handy workflow. As soon as a new client is added in Credit Repair Cloud, a subitem will be generated in your chosen monday.com board, helping you stay organized and track client progress effectively. Save time and streamline your client onboarding process with this seamless integration.
Effortlessly manage your new clients from Credit Repair Cloud by creating subitems in monday.com with this handy workflow. As soon as a new client is added in Credit Repair Cloud, a subitem will be generated in your chosen monday.com board, helping you stay organized and track client progress effectively. Save time and streamline your client onboarding process with this seamless integration.
- When this happens...New Client
Triggered when you add a new client.
- automatically do this!Create Subitem
Create a new subitem in a item with column values
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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
