Credit Repair Cloud + monday.com
Update multiple monday.com columns when new clients are added to Credit Repair Cloud
Effortlessly update your monday.com boards when a new client is added to Credit Repair Cloud with this seamless workflow. Once set up, each time a new client is registered in Credit Repair Cloud, the corresponding columns in your monday.com board will be updated, ensuring all crucial client information is accurately reflected and easily accessible for team collaboration. Simplify your client management process and keep everything organized with this streamlined automation.
Effortlessly update your monday.com boards when a new client is added to Credit Repair Cloud with this seamless workflow. Once set up, each time a new client is registered in Credit Repair Cloud, the corresponding columns in your monday.com board will be updated, ensuring all crucial client information is accurately reflected and easily accessible for team collaboration. Simplify your client management process and keep everything organized with this streamlined automation.
- When this happens...New Client
Triggered when you add a new client.
- automatically do this!Update Item
Change multiple column values of an item
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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
