Agentcis + Credit Repair Cloud

Agentcis + Credit Repair Cloud integrations

Create new Agentcis contacts from Credit Repair Cloud clients

Effortlessly keep your client information up-to-date with this seamless integration between Credit Repair Cloud and Agentcis. Whenever you add a new client in Credit Repair Cloud, this workflow instantly creates a contact in Agentcis, ensuring no essential data gets missed. Streamline your client onboarding process and focus on providing exceptional service with this efficient automation.

When this happens...
New ClientTriggered when you add a new client.
TriggerInstant
automatically do this!
Add ContactAdd a new contact.
ActionWrite

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More things you can do with Credit Repair Cloud and Agentcis

Discover other triggers and actions you can use with Credit Repair Cloud and Agentcis

Status Change
Triggered when you convert status from client to any other status or from any other status to client.
Trigger
Instant
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New Client
Triggered when you add a new client.
Trigger
Instant
Try It
New Lead
Triggered when you add a new lead.
Trigger
Instant
Try It
Update Lead
Triggered when you update a lead.
Trigger
Instant
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- First Name
  Required
- Last Name
  Required
- Email
  Required
- 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
Action
Write

- First Name
  Required
- Last Name
  Required
- 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
Action
Write
- First Name
  Required
- Last Name
  Required
- 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
Action
Write

New Lead
Triggers when a new lead is added.
Trigger
Polling
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- Client_identifier
- First_name
  Required
- Last_name
  Required
- Email
  Required
- Phone_number
- Visa_expiry_date
- Preferred_intake
- Street
- City
- State
- Zip_code
- Assignee
- Branch_id
- Tags
Action
Write

New Affiliate
Triggers when a new affiliate is created.
Trigger
Instant
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New Invoice
Triggered when you add a new invoice.
Trigger
Instant
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Update Client
Triggered when you update a client.
Trigger
Instant
Try It
- First Name
  Required
- Last Name
  Required
- Email
  Required
- 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
Action
Write
- First Name
  Required
- Last Name
  Required
- Email
  Required
- Mobile Phone
  Required
- Gender
  Required
- PortalAccess
  Required
- Alternate Phone
- Phone Ext
- Fax
- Address
- Status
- City
- Zip
- Country
- Internal Note
- Companyurl
- Company
Action
Write
- First Name
  Required
- Last Name
  Required
- Email
  Required
- Total Amount
  Required
- Due Date
  Required
- Reference Number
  Required
- Open Amount
- Added Date
- Lines
- Paid Amount
- Invoice Date
- Payment Recived Date
Action
Write
New Client
Triggers when a new client is added.
Trigger
Polling
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New Prospect
Triggers when a new prospect is added.
Trigger
Polling
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- Id
  Required
- Client_identifier
- First_name
- Last_name
- Email
- Phone_number
- Visa_expiry_date
- Preferred_intake
- Street
- City
- State
- Zip_code
Action
Write

About Agentcis

Agentcis is a business management application for Education and Migration Agencies that goes beyond currently available CRM platforms.

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CRM (Customer Relationship Management)

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About Credit Repair Cloud

Cloud-based Credit Repair Software and CRM. For mortgage brokers and entrepreneurs. Help your clients or start a credit repair business.