Credit Repair Cloud + Paymo
Create tasks in Paymo for new clients in Credit Repair Cloud
Effortlessly manage your client onboarding process with this convenient workflow between Credit Repair Cloud and Paymo. When a new client is added in Credit Repair Cloud, it will create a task in Paymo, ensuring you stay organized and up to date with all necessary action items. This seamless integration makes it easy to keep track of client needs and boost your productivity.
Effortlessly manage your client onboarding process with this convenient workflow between Credit Repair Cloud and Paymo. When a new client is added in Credit Repair Cloud, it will create a task in Paymo, ensuring you stay organized and up to date with all necessary action items. This seamless integration makes it easy to keep track of client needs and boost your productivity.
- 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
