Credit Repair Cloud + Teamwork
Create task lists in Teamwork from new leads in Credit Repair Cloud
Streamline your lead management process by connecting Credit Repair Cloud and Teamwork with this automation. Whenever a new lead is added in Credit Repair Cloud, a task list will be created in Teamwork, ensuring your team stays organized and on top of new potential clients. Save time and improve efficiency by letting this workflow handle the task list creation for you.
Streamline your lead management process by connecting Credit Repair Cloud and Teamwork with this automation. Whenever a new lead is added in Credit Repair Cloud, a task list will be created in Teamwork, ensuring your team stays organized and on top of new potential clients. Save time and improve efficiency by letting this workflow handle the task list creation for you.
- When this happens...
New LeadTriggered when you add a new lead.
TriggerInstantThis event starts a Zap instantly. - automatically do this!
Create Task ListCreates a new task list.
ActionWriteCreate a new record or update an existing record in your app.
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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 ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Client
Triggered when you add a new client.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Lead
Triggered when you add a new lead.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Update Lead
Triggered when you update a lead.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.First 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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.First NameRequired
Last NameRequired
Middle Name
Suffix
Email
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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.First NameRequired
Last NameRequired
Middle Name
Suffix
Email
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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
Calendar Event Reminder
Triggered when a calendar event reminder is sent.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Column
Triggered when you add a new column.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Company
Triggered when you add a new company.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New File
Triggered when you add a new file.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Link
Triggered when you add a new link.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Message Reply
Triggered when you add a new message reply.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Notebook
Triggered when you add a new notebook.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Project
Triggered when you add a new project.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Risk
Triggered when you add a new risk.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Status
Triggered when you add a new status.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Task List
Triggered when you add a new task list.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Time Entry
Triggered when you add a new time entry.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.TitleRequired
Description
All Day
StartRequired
EndRequired
Where
Attendees
Event Type
Privacy TypeRequired
Show as Busy
Project
Notify All Attendees
Who should be notified?
Attendees Can Edit
Project Users Can Edit
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ProjectRequired
NameRequired
Color
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ProjectRequired
ExpenseRequired
Description
DateRequired
CostRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Project
FileRequired
Add CommentRequired
Content Type
Author
Attach File
Who should be notified?
Private to Owner Company?
Who can see it?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ProjectRequired
Invoice No./IDRequired
PO Number
Description
Issue DateRequired
Fixed Price
CurrencyRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Project
LinkRequired
Add CommentRequired
Content Type
Author
Attach File
Who should be notified?
Private to Owner Company?
Who can see it?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Task IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ProjectRequired
TitleRequired
BodyRequired
Category
Attach Existing File
Attach New File
File Name for New File
Who should be notified?
Private to Owner Company?
Who can see it?
Tags
Post as Another User
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Project
MilestoneRequired
Add CommentRequired
Content Type
Author
Attach File
Who should be notified?
Private to Owner Company?
Who can see it?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ProjectRequired
NameRequired
Parent Category
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ProjectRequired
TitleRequired
Description
ContentRequired
Category
Send Notification to Self
Who should be notified?
Private to Owner Company?
Who can see it?
Tags
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
Parent Category
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Project
Add Selected Users to this ProjectRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.UserRequired
StatusRequired
Notify Everyone in Owner Company?
Who should be notified?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ProjectRequired
Task ListRequired
ContentRequired
Description
Start Date
Due Date
Who is responsible?
Notify
Create as Another User
Private to Owner Company?
Who can see it?
Priority
Board Column
Workflow
Stage
Tags
Attach Existing File
Attach New File
File Name for New File
Desk Ticket ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ProjectRequired
Start Date and TimeRequired
Duration HoursRequired
Duration MinutesRequired
Description
Who?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Project
Task List
Content
Description
Start Date
Due Date
Who is responsible?
Notify
Private to Owner Company?
Who can see it?
Priority
Board Column
Workflow
Stage
Tags
Attach Existing File
Attach New File
File Name for New File
Desk Ticket ID
Allow Update to Completed Task
Fire Webhooks after Update
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Search ForRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appNameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch ForRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch ForRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch ForRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch ForRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch ForRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appWorkflow IDRequired
Search ForRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch ForRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch ForRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch ForRequired
ProjectRequired
Color
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundSearch ForRequired
Project
FileRequired
Add CommentRequired
Content Type
Author
Attach File
Who should be notified?
Private to Owner Company?
Who can see it?
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundSearch ForRequired
Project
LinkRequired
Add CommentRequired
Content Type
Author
Attach File
Who should be notified?
Private to Owner Company?
Who can see it?
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundSearch ForRequired
ProjectRequired
TitleRequired
BodyRequired
Category
Attach Existing File
Attach New File
File Name for New File
Who should be notified?
Private to Owner Company?
Who can see it?
Tags
Post as Another User
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundSearch ForRequired
ProjectRequired
TitleRequired
Description
When is this due?Required
Who is responsible?Required
Notify
Private to Owner Company?
Who can see it?
Reminder
Tags
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundTitleRequired
ProjectRequired
Description
ContentRequired
Category
Send Notification to Self
Who should be notified?
Private to Owner Company?
Who can see it?
Tags
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundSearch ForRequired
Description
Add Selected Users to this Project
Project Owner
Company
Name of New Company to Create
Start Date
End Date
Category
Tags
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundSearch ForRequired
Project
Task List
TaskRequired
Add CommentRequired
Content Type
Author
Attach File
Who should be notified?
Private to Owner Company?
Who can see it?
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundSearch ForRequired
ProjectRequired
Task ListRequired
ContentRequired
Description
Start Date
Due Date
Who is responsible?
Notify
Create as Another User
Private to Owner Company?
Who can see it?
Priority
Board Column
Workflow
Stage
Tags
Attach Existing File
Attach New File
File Name for New File
Desk Ticket ID
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
New Affiliate
Triggers when a new affiliate is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Invoice
Triggered when you add a new invoice.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Update Client
Triggered when you update a client.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.First 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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.First NameRequired
Last NameRequired
EmailRequired
Mobile PhoneRequired
GenderRequired
PortalAccessRequired
Alternate Phone
Phone Ext
Fax
Address
Status
City
Zip
Country
Internal Note
Companyurl
Company
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.First NameRequired
Last NameRequired
EmailRequired
Total AmountRequired
Due DateRequired
Reference NumberRequired
Open Amount
Added Date
Lines
Paid Amount
Invoice Date
Payment Recived Date
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.New Calendar Event
Triggered when you add a new calendar event.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Card
Triggered when you add a new card.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Comment
Triggered when you add a new comment.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Expense
Triggered when you add a new expense.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Invoice
Triggered when you add a new invoice.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Message
Triggered when you add a new message.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Milestone
Triggered when you add a new milestone.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Person
Triggered when you add a new person.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Stage
Triggered when you add a new stage.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Task
Triggered when you add a new task.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Task List TemplateRequired
ProjectRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
Color
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
Website
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ProjectRequired
NameRequired
Parent Category
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ProjectRequired
File NameRequired
FileRequired
Display Name
Description
Category Name
Private
Notify
Tags
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ProjectRequired
NameRequired
Parent Category
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ProjectRequired
TitleRequired
Description
LinkRequired
Open in New Window?
Width
Height
Category
Who should be notified?
Private to Owner Company?
Who can see it?
Tags
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ProjectRequired
NameRequired
Parent Category
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ProjectRequired
MessageRequired
BodyRequired
Who should be notified?
Post as Another User
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ProjectRequired
TitleRequired
Description
When is this due?Required
Who is responsible?Required
Notify
Private to Owner Company?
Who can see it?
Reminder
Tags
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Project
NotebookRequired
Add CommentRequired
Content Type
Author
Attach File
Who should be notified?
Private to Owner Company?
Who can see it?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CompanyRequired
First NameRequired
Last NameRequired
EmailRequired
User TypeRequired
Private Notes
Send Invite
Send Invite With Message
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
Description
Add Selected Users to this Project
Project Owner
Company
Name of New Company to Create
Start Date
End Date
Category
Tags
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Workflow IDRequired
NameRequired
Color
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Project
Task List
TaskRequired
Add CommentRequired
Content Type
Author
Attach File
Who should be notified?
Private to Owner Company?
Who can see it?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ProjectRequired
NameRequired
Description
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Project
Task List
TaskRequired
Start Date and TimeRequired
Duration HoursRequired
Duration MinutesRequired
Description
Who?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Search ForRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch ForRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch ForRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch ForRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch ForRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch ForRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch ForRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch ForRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch ForRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch ForRequired
TitleRequired
Description
All Day
StartRequired
EndRequired
Where
Attendees
Event Type
Privacy TypeRequired
Show as Busy
Project
Notify All Attendees
Who should be notified?
Attendees Can Edit
Project Users Can Edit
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundNameRequired
Website
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundSearch ForRequired
ProjectRequired
File NameRequired
FileRequired
Display Name
Description
Category Name
Private
Notify
Tags
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundTitleRequired
ProjectRequired
Description
LinkRequired
Open in New Window?
Width
Height
Category
Who should be notified?
Private to Owner Company?
Who can see it?
Tags
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundSearch ForRequired
Project
MilestoneRequired
Add CommentRequired
Content Type
Author
Attach File
Who should be notified?
Private to Owner Company?
Who can see it?
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundSearch ForRequired
Project
NotebookRequired
Add CommentRequired
Content Type
Author
Attach File
Who should be notified?
Private to Owner Company?
Who can see it?
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundSearch ForRequired
CompanyRequired
First NameRequired
Last NameRequired
EmailRequired
User TypeRequired
Private Notes
Send Invite
Send Invite With Message
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundWorkflow IDRequired
Search ForRequired
Color
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundSearch ForRequired
ProjectRequired
Description
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundSearch ForRequired
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
About Credit Repair Cloud
Related categories
About Teamwork
Related categories
Related Zap Templates
- Create tasks in Teamwork for new clients in Credit Repair Cloud
- Create task lists in Teamwork for new clients in Credit Repair Cloud
- Create tasks in Teamwork for new leads in Credit Repair Cloud
- Create Teamwork messages for new Credit Repair Cloud clients
- Create new Teamwork companies from Credit Repair Cloud leads