Credit Repair Cloud + OmniFocus
Create tasks in OmniFocus for new clients in Credit Repair Cloud
Stay on top of your client management process by creating a seamless task-list workflow that connects Credit Repair Cloud with OmniFocus. With this automation, each time you add a new client in Credit Repair Cloud, a corresponding task will be generated in OmniFocus. This integration helps you stay organized, ensuring that you never miss important tasks related to client credit repair.
Stay on top of your client management process by creating a seamless task-list workflow that connects Credit Repair Cloud with OmniFocus. With this automation, each time you add a new client in Credit Repair Cloud, a corresponding task will be generated in OmniFocus. This integration helps you stay organized, ensuring that you never miss important tasks related to client credit repair.
- When this happens...New Client
Triggered when you add a new client.
- automatically do this!Create Task
Creates a new task in your OmniFocus Inbox.
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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
