ClickUp + Credit Repair Cloud
Create ClickUp lists for new Credit Repair Cloud clients
Keep your client information organized and accessible with this efficient workflow between Credit Repair Cloud and ClickUp. When you add a new client in Credit Repair Cloud, a list will be created in ClickUp, helping you stay on top of client details and tasks with ease. Say goodbye to manual data entry and focus on delivering excellent credit repair services to your growing clientele.
Keep your client information organized and accessible with this efficient workflow between Credit Repair Cloud and ClickUp. When you add a new client in Credit Repair Cloud, a list will be created in ClickUp, helping you stay on top of client details and tasks with ease. Say goodbye to manual data entry and focus on delivering excellent credit repair services to your growing clientele.
- When this happens...New Client
Triggered when you add a new client.
- automatically do this!Create List
Triggers when new lists are created.
- 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
