Credit Repair Cloud + monday.com
Create monday.com updates for new Credit Repair Cloud clients
Streamline your client onboarding process by instantly updating your monday.com board when a new client is added in Credit Repair Cloud. This workflow ensures your team is always informed and ready to take action, improving overall efficiency and client satisfaction. Stay organized and enhance communication while keeping track of your credit repair business's progress.
Streamline your client onboarding process by instantly updating your monday.com board when a new client is added in Credit Repair Cloud. This workflow ensures your team is always informed and ready to take action, improving overall efficiency and client satisfaction. Stay organized and enhance communication while keeping track of your credit repair business's progress.
- When this happens...New Client
Triggered when you add a new client.
- automatically do this!Create Update
Create a new update.
- Free forever for core features
- 14 day trial for premium features & apps
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
