Credit Repair Cloud + KanbanFlow
Create tasks in KanbanFlow for new leads in Credit Repair Cloud
Efficiently manage your new leads in Credit Repair Cloud by creating tasks in KanbanFlow with this seamless workflow. When a new lead is added to Credit Repair Cloud, a task will be instantly created in KanbanFlow, making sure you stay organized and never miss an opportunity to follow up with potential clients. Say goodbye to manual data entry and boost your productivity with this simple automation.
Efficiently manage your new leads in Credit Repair Cloud by creating tasks in KanbanFlow with this seamless workflow. When a new lead is added to Credit Repair Cloud, a task will be instantly created in KanbanFlow, making sure you stay organized and never miss an opportunity to follow up with potential clients. Say goodbye to manual data entry and boost your productivity with this simple automation.
- When this happens...New Lead
Triggered when you add a new lead.
- automatically do this!Create Task
Creates a new task in a specific column/swimlane on the board.
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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
