Credit Repair Cloud + Flow
Create tasks in Flow for new clients in Credit Repair Cloud
Stay organized and efficient in managing your credit repair business with this seamless workflow. When a new client is added to Credit Repair Cloud, a task will be created in Flow to ensure timely follow-ups and proper tracking of client progress. This automation saves time and helps you maintain a consistent process for each client, allowing you to focus on providing top-notch service.
Stay organized and efficient in managing your credit repair business with this seamless workflow. When a new client is added to Credit Repair Cloud, a task will be created in Flow to ensure timely follow-ups and proper tracking of client progress. This automation saves time and helps you maintain a consistent process for each client, allowing you to focus on providing top-notch service.
- When this happens...New Client
Triggered when you add a new client.
- automatically do this!Create Task
Creates a new Flow 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
