Credit Repair Cloud + monday.com
Update item names in monday.com for new clients in Credit Repair Cloud
Effortlessly manage and update client information in your monday.com workspace with this Credit Repair Cloud and monday.com integration. When a new client is added in Credit Repair Cloud, this workflow automatically updates the item name in a specified monday.com board. Keep your team informed and streamline your client management process in a seamless and efficient way.
Effortlessly manage and update client information in your monday.com workspace with this Credit Repair Cloud and monday.com integration. When a new client is added in Credit Repair Cloud, this workflow automatically updates the item name in a specified monday.com board. Keep your team informed and streamline your client management process in a seamless and efficient way.
- When this happens...New Client
Triggered when you add a new client.
- automatically do this!Update Item Name
Update an item's name
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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
