Credit Letters Software + Formidable Forms

Credit Letters Software + Formidable Forms integrations

Create new Credit Letters Software clients from Formidable Forms entries

Effortlessly add new clients to your Credit Letters Software whenever a form entry is submitted in Formidable Forms. With this workflow, each new entry will create a client in your Credit Letters Software, saving you time and ensuring that important information is captured accurately. Streamline your client onboarding process and focus on providing exceptional service with this automation.

When this happens...
New EntryTriggers when a new form is submitted.
TriggerInstant
automatically do this!
Create ClientFinds a client based on email or phone.
ActionWrite

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More things you can do with Formidable Forms and Credit Letters Software

Discover other triggers and actions you can use with Formidable Forms and Credit Letters Software

- Form
  Required
Trigger
Instant
Try It
- Api_docs_info
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
Delete Lead
Triggers when a lead is deleted.
Trigger
Instant
Try It
New Lead
Triggers when a new lead is created.
Trigger
Instant
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Update Client
Triggers when a client is updated.
Trigger
Instant
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- First Name
  Required
- Last Name
  Required
- Full Name
- Email
  Required
- Phone
  Required
- Date Of Birth
  Required
- Street Number
- Street Name
- State
- City
- Zip
  Required
- SSN
- What Is Your Main Goal
  Required
- Status
  Required
- Document Tracking Number
- Client Portal Access
Action
Write
- Client
  Required
- First Name
  Required
- Last Name
  Required
- Full Name
- Email
  Required
- Phone
  Required
- Date Of Birth
  Required
- Street Number
- Street Name
- State
- City
- Zip
  Required
- SSN
- What Is Your Main Goal
  Required
- Status
  Required
- Document Tracking Number
- Client Portal Access
Action
Write

- Email or Phone
  Required
Action
Search
- Email or Phone
  Required
- First Name
  Required
- Last Name
  Required
- Full Name
- Email
  Required
- Phone
  Required
- Date Of Birth
  Required
- Street Number
- Street Name
- State
- City
- Zip
  Required
- SSN
- What Is Your Main Goal
  Required
- Status
  Required
- Document Tracking Number
- Client Portal Access
Action
Search or write

- Form
  Required
Trigger
Instant
Try It
Client Status Changed
Triggers when a client status is changed.
Trigger
Instant
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New Client
Triggers when a new client is created.
Trigger
Instant
Try It
New Letter Generated
Triggers when a new letter is generated.
Trigger
Instant
Try It
Update Lead
Triggers when a lead is updated.
Trigger
Instant
Try It
- First Name
  Required
- Last Name
  Required
- Email
  Required
- Phone
  Required
- Date Of Birth
  Required
- What Is Your Main Goal
  Required
- Zip
  Required
- Street Number
- Street Name
- State
- City
- SSN
Action
Write
- Lead
  Required
- First Name
  Required
- Last Name
  Required
- Email
  Required
- Phone
  Required
- Date Of Birth
  Required
- What Is Your Main Goal
  Required
- Street Number
  Required
- Street Name
  Required
- Zip
  Required
- State
- City
- SSN
Action
Write
- Email
  Required
Action
Search
- Email
  Required
- First Name
  Required
- Last Name
  Required
- Phone
  Required
- Date Of Birth
  Required
- What Is Your Main Goal
  Required
- Zip
  Required
- Street Number
- Street Name
- State
- City
- SSN
Action
Search or write

About Credit Letters Software

Cloud-based Software and CRM for the Credit Repair Industry. Designed for credit consultants and starting a credit repair business.

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Related categories

CRM (Customer Relationship Management)

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About Formidable Forms

Formidable Forms is a WordPress plugin that helps you create beautiful drag and drop forms with custom styling. You and your visitors can submit and edit entries and posts from the front-end of your site. When you have data, display it with graphs and custom views.

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Forms & Surveys

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