ClickUp + Credit Repair Cloud
Update client in Credit Repair Cloud and create tasks in ClickUp
Effortlessly manage client updates with this streamlined workflow. When you modify a client's information in Credit Repair Cloud, this automation creates a corresponding task in ClickUp. By keeping crucial client details up-to-date in your ClickUp tasks, you can deliver exceptional service without additional effort.
Effortlessly manage client updates with this streamlined workflow. When you modify a client's information in Credit Repair Cloud, this automation creates a corresponding task in ClickUp. By keeping crucial client details up-to-date in your ClickUp tasks, you can deliver exceptional service without additional effort.
- When this happens...Update Client
Triggered when you update a client.
- automatically do this!Create Task
Creates a new task.
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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
