Credit Repair Cloud + Everhour
Create tasks in Everhour for new clients in Credit Repair Cloud
Efficiently manage your credit repair clients and tasks with this seamless workflow between Credit Repair Cloud and Everhour. When a new client is added in Credit Repair Cloud, a corresponding task will be created in Everhour, ensuring that you stay organized and on top of your workload. This automation saves time and helps you focus on providing top-notch credit repair services to your clients without missing a beat.
Efficiently manage your credit repair clients and tasks with this seamless workflow between Credit Repair Cloud and Everhour. When a new client is added in Credit Repair Cloud, a corresponding task will be created in Everhour, ensuring that you stay organized and on top of your workload. This automation saves time and helps you focus on providing top-notch credit repair services to your clients without missing a beat.
- When this happens...New Client
Triggered when you add a new client.
- automatically do this!Create Task
Creates a new task.
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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
