BuyerAssist + Credit Repair Cloud

BuyerAssist + Credit Repair Cloud integrations

Create opportunities in BuyerAssist for new clients in Credit Repair Cloud

Effortlessly streamline your client onboarding process with this Credit Repair Cloud to BuyerAssist automation. Whenever a new client is added in Credit Repair Cloud, an opportunity will be created in BuyerAssist, ensuring that all relevant information is easily accessible and up-to-date. Enhance your workflow efficiency and stay focused on delivering top-notch services for your clients.

When this happens...
New ClientTriggered when you add a new client.
TriggerInstant
automatically do this!
Create OpportunityCreates a new Opportunity in BuyerAssist
ActionWrite

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More things you can do with Credit Repair Cloud and BuyerAssist

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

Status Change
Triggered when you convert status from client to any other status or from any other status to client.
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New Client
Triggered when you add a new client.
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Instant
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New Lead
Triggered when you add a new lead.
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Instant
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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 Assignee
Triggered when User Add or Update Task assignee.
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New Opportunity
Triggered when a new opportunity is created in Mutual Success Plans.
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Instant
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New Contact
Triggered when a new contact is created in BuyerAssist.
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Instant
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Updated Task in Mutual Success Plan
Triggered when a task in Mutual Success Plans is updated.
Trigger
Instant
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- Company Name
  Required
- Source ID
- Source System
  Required
- External ID
Action
Write
- MSP ID
  Required
- Milestone Template ID
- Milestone Name
  Required
- Milestone Start Date
  Required
- Milestone End Date
  Required
- is Internal
  Required
Action
Write
- Opportunity Name
  Required
- Account ID
  Required
- Stage Name
- Amount
- Description
- Close Date
- Source System
  Required
- External Opportunity ID
- External Account ID
- External Opportunity Owner ID
- Fiscal
- Forecast Category
- Forecast Category Name
- Is Closed
- Is Won
Action
Write
- Company ID
  Required
- Email
  Required
- First Name
- Last Name
Action
Write
- Contact ID
  Required
- Company ID
- Email
- First Name
- Last Name
- Title
- Source ID
Action
Write
- MSP ID
  Required
- Task ID
  Required
- Task Name
- Task Due Date
- Task Description
- is Internal
Action
Write
- Contact ID
  Required
- Email
- First Name
- Last Name
Action
Write
- Search property name
  Required
- Search property Value
Action
Search
- Search property name
  Required
- Search property Value
Action
Search
- External Company ID
  Required
Action
Search
- MSP ID
  Required
Action
Search
- MSP ID
  Required
- Milestone ID
  Required
Action
Search
- MSP ID
  Required
Action
Search
- External Opportunity ID
  Required
Action
Search
- MSP ID
  Required
- Task ID
  Required
Action
Search
- Search property name
  Required
- Search property Value
- Company ID
  Required
- Email
- First Name
- Last Name
- Title
- Source ID
- Source System
  Required
Action
Search or write
- Search property name
  Required
- Search property Value
- Opportunity Name
  Required
- Account ID
  Required
- Stage Name
- Amount
- Description
- Close Date
- Source System
  Required
- External Opportunity ID
- External Account ID
- External Opportunity Owner ID
- Fiscal
- Forecast Category
- Forecast Category Name
- Is Closed
- Is Won
Action
Search or write

New Affiliate
Triggers when a new affiliate is created.
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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
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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
- 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 Contact (Relationship Map)
Triggers when a new contact is created on Relationship map.
Trigger
Instant
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New Mutual Success Plan
Triggered when a new Mutual Success Plan is created.
Trigger
Instant
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New Task
Triggered when a new task is created in Mutual Success Plans.
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Instant
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Updated Methodology Details in BuyerAssist
Triggered when a Methodology Details is updated.
Trigger
Instant
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- MSP ID
  Required
- Notes ID
  Required
- Comment
  Required
Action
Write
- Company ID
  Required
- Email
- First Name
- Last Name
- Title
- Source ID
- Source System
  Required
Action
Write
- Template ID
- Company Id
- Company name
  Required
- Display name
  Required
- Opportunity/Deal Id
- Mutual Success Plan Name
  Required
- Mutual Success Plan Start Date
  Required
- Mutual Success Plan Close Date
  Required
Action
Write
- MSP ID
  Required
- Milestone ID
  Required
- Task Name
  Required
- Task Due Date
  Required
- Task Description
  Required
- Is Internal
Action
Write
- Company ID
  Required
- Company Name
- Display Name
Action
Write
- Opportunity ID
  Required
- Opportunity Name
  Required
- Account ID
- Amount
- Description
- Stage Name
- Close Date
- Source System
- External Opportunity ID
- External Account ID
- External Opportunity Owner ID
- Fiscal
- Forecast Category
- Forecast Category Name
- Is Closed
- Is Won
Action
Write
- Task ID
  Required
- MSP ID
  Required
- Task Status
  Required
Action
Write
- Search property name
  Required
- Search property Value
Action
Search
- MSP ID
  Required
- Milestone Name
  Required
Action
Search
- Company ID
  Required
Action
Search
- Contact ID
  Required
Action
Search
- MSP ID
  Required
Action
Search
- User Email
  Required
Action
Search
- OPP ID
  Required
Action
Search
- Opportunity ID
  Required
Action
Search
- Search property name
  Required
- Search property Value
- Company Name
  Required
- Source ID
- Source System
  Required
- External ID
Action
Search or write
- MSP ID
  Required
- Milestone Name
  Required
- Milestone Template ID
- Milestone Start Date
  Required
- Milestone End Date
  Required
- is Internal
  Required
Action
Search or write

About BuyerAssist

BuyerAssist is a buyer engagement platform that enables you to provide your buyers with a single, integrated, collaborative engagement interface throughout their journey.

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Related categories

Sales & CRM

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.

HelpHelp

Related categories

CRM (Customer Relationship Management)

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