Credit Repair Cloud + Daylite
Update clients in Credit Repair Cloud and create projects in Daylite effortlessly
Stay organized and enhance your productivity by connecting your Credit Repair Cloud and Daylite accounts. With this workflow, whenever a client is updated in Credit Repair Cloud, their information will also be updated in Daylite, ensuring all relevant data remains current and easily accessible. Save time and focus on growing your business while the automation handles the synchronization between your projects and client updates.
Stay organized and enhance your productivity by connecting your Credit Repair Cloud and Daylite accounts. With this workflow, whenever a client is updated in Credit Repair Cloud, their information will also be updated in Daylite, ensuring all relevant data remains current and easily accessible. Save time and focus on growing your business while the automation handles the synchronization between your projects and client updates.
- When this happens...
Update ClientTriggered when you update a client.
TriggerInstantThis event starts a Zap instantly. - automatically do this!
Create ProjectCreates a new Project.
ActionWriteCreate a new record or update an existing record in your app.
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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 ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Client
Triggered when you add a new client.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Lead
Triggered when you add a new lead.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Update Lead
Triggered when you update a lead.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.First 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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.First NameRequired
Last NameRequired
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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.First NameRequired
Last NameRequired
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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
Deleted Company
Triggers when a Daylite company is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Deleted Form
Triggers when a Daylite form is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Deleted Project
Triggers when a Daylite project is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Person
Triggers when a new person is created in Daylite.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Note
Triggers when a new note is created in Daylite.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Project
Triggers when a new project is created in Daylite.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Trashed Appointment
Triggers when an appointment is sent to the Trash in Daylite.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Appointment Updated
Triggers when an appointment is updated in Daylite.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Person Updated
Triggers when a person is updated in Daylite.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Updated Note
Triggers when a note is updated in Daylite.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Project Updated
Triggers when a project is updated in Daylite.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Type
Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
Category
Keywords
Details
Company Type
Region
Industry
Label
Website Address
Label
Email Address
Ordering
Format
Label
Phone Number
Ordering
Label
Street
City
State
Country
Postal Code
Ordering
Number of Employees
Person
Person Role
Person Title
Person Department
Companies
Opportunity
Opportunity Role
Opportunity Title
Project
Project Role
Project Title
Note
Task
Appointment
Group
Extra Field 1
Extra Field 2
Extra Field 3
Extra Field 4
Extra Field 5
Extra Field 6
Extra Field 7
Extra Field 8
Extra Field 9
Extra Field 10
Extra Field 11
Extra Field 12
Extra Date 1
Extra Date 2
Extra Date 3
Extra Date 4
Source Import ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.SubjectRequired
Message IDRequired
FromRequired
ToRequired
HTML Email BodyRequired
DateRequired
Category
Keywords
Contact
Company
Opportunity
Project
Task
Appointment
Source Import ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TitleRequired
DetailsRequired
Category
Keywords
Owner
Contact
Company
Opportunity
Project
Task
Appointment
Source Import ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Opportunity NameRequired
Category
Keywords
Details
First NameRequired
Last NameRequired
Email Address
Phone Number
Company Name
Company Website
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Owner
Keywords
Category
TitleRequired
Details
Location
Type
Status
Priority
Estimated Time
Start Date
Due Date
End Date
Person
Company
Note
Opportunity
Project
Source Import ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Primary Object ReferenceRequired
Linked Object ReferencesRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ReferenceRequired
Subject
Details
Show As
Timezone
Start Date
End Date
Category
Edit Mode
Keywords
Resources
Location
Type
Status
All Day
Owner
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ReferenceRequired
First Name
Middle Name
Last Name
Prefix
Suffix
Nickname
Category
Edit Mode
Keywords
Birthday
Anniversary
Email Address Edit Mode
Label
Email Address
Ordering
Phone Number Edit Mode
Format
Label
Phone Number
Ordering
Address Edit Mode
Label
Street
City
Postal Code
State
Country
Ordering
Group Edit Mode
Linked Group
Linked Contact Edit Mode
Relationship Type (Recipient)
Relationship Type (Source)
Contacts
Linked Company Edit Mode
Company
Company Role
Project Edit Mode
Project
Project Role
Project Title
Linked Opportunity Edit Mode
Opportunity
Opportunity Role
Opportunity Title
Linked Note Edit Mode
Linked Note
Linked Task Edit Mode
Linked Task
Linked Appointment Edit Mode
Linked Appointment
Extra Field 1
Extra Field 2
Extra Field 3
Extra Field 4
Extra Field 5
Extra Field 6
Extra Field 7
Extra Field 8
Extra Field 9
Extra Field 10
Extra Field 11
Extra Field 12
Extra Date 1
Extra Date 2
Extra Date 3
Extra Date 4
Owner
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ReferenceRequired
Status
Priority
Name
Start Date
End Date
Due Date
Category
Edit Mode
Keywords
Linked Contact Edit Mode
Contacts
Linked Company Edit Mode
Company
Linked Opportunity Edit Mode
Opportunity
Linked Task Edit Mode
Linked Task
Linked Note Edit Mode
Linked Note
Linked Appointment Edit Mode
Linked Appointment
Linked Group Edit Mode
Linked Group
Extra Field 1
Extra Field 2
Extra Field 3
Extra Field 4
Extra Field 5
Extra Field 6
Extra Field 7
Extra Field 8
Extra Field 9
Extra Field 10
Extra Field 11
Extra Field 12
Extra Date 1
Extra Date 2
Extra Date 3
Extra Date 4
Owner
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Object TypeRequired
Search BodyRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appText Field
Text Field Value
Date Field
Date Field Value
Custom Field
Custom Field Value
ActionThis is an event a Zap performs.SearchFind existing data in your appText Field
Text Field Value
Date Field
Date Field Value
ActionThis is an event a Zap performs.SearchFind existing data in your appText Field
Text Field Value
Date Field
Date Field Value
Custom Field
Custom Field Value
ActionThis is an event a Zap performs.SearchFind existing data in your appReference ID
ActionThis is an event a Zap performs.SearchFind existing data in your appText Field
Text Field Value
Date Field
Date Field Value
SubjectRequired
Details
TimezoneRequired
Start DateRequired
End DateRequired
Show As
Category
Keywords
Resources
Location
Type
Status
All Day
Note
Group
Source Import ID
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundText Field
Text Field Value
Date Field
Date Field Value
Custom Field
Custom Field Value
First NameRequired
Middle Name
Last NameRequired
Prefix
Suffix
Nickname
Category
Keywords
Details
Birthday
Anniversary
Label
Email Address
Ordering
Format
Label
Phone Number
Ordering
Label
Street
City
Postal Code
State
Country
Ordering
Company Name
Company Website
Role
Job Title
Department
Relationship Type (Recipient)
Relationship Type (Source)
Contact
Company
Company Role
Company Department
Company Title
Opportunity
Opportunity Role
Opportunity Title
Project
Project Role
Project Title
Note
Task
Appointment
Group
Extra Field 1
Extra Field 2
Extra Field 3
Extra Field 4
Extra Field 5
Extra Field 6
Extra Field 7
Extra Field 8
Extra Field 9
Extra Field 10
Extra Field 11
Extra Field 12
Extra Date 1
Extra Date 2
Extra Date 3
Extra Date 4
Source Import ID
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundText Field
Text Field Value
Date Field
Date Field Value
Custom Field
Custom Field Value
NameRequired
Category
Keywords
Details
StateRequired
Probability
Forecasted Date
End Date
Start Date
Company
Contact
Note
Task
Appointment
Extra Field 1
Extra Field 2
Extra Field 3
Extra Field 4
Extra Field 5
Extra Field 6
Extra Field 7
Extra Field 8
Extra Field 9
Extra Field 10
Extra Field 11
Extra Field 12
Extra Date 1
Extra Date 2
Extra Date 3
Extra Date 4
Source Import ID
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundText Field
Text Field Value
Date Field
Date Field Value
Owner
Keywords
Category
TitleRequired
Details
Location
Type
Status
Priority
Estimated Time
Start Date
Due Date
End Date
Person
Company
Note
Opportunity
Project
Source Import ID
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
New Affiliate
Triggers when a new affiliate is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Invoice
Triggered when you add a new invoice.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Update Client
Triggered when you update a client.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.First 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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.First NameRequired
Last NameRequired
EmailRequired
Mobile PhoneRequired
GenderRequired
PortalAccessRequired
Alternate Phone
Phone Ext
Fax
Address
Status
City
Zip
Country
Internal Note
Companyurl
Company
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.First NameRequired
Last NameRequired
EmailRequired
Total AmountRequired
Due DateRequired
Reference NumberRequired
Open Amount
Added Date
Lines
Paid Amount
Invoice Date
Payment Recived Date
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Deleted Appointment
Triggers when a Daylite appointment is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Deleted Person
Triggers when a Daylite person is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Deleted Opportunity
Triggers when a Daylite opportunity is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Deleted Task
Triggers when a Daylite task is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Company
Triggers when a new company is created in Daylite.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Form
Triggers when a new form is created in Daylite.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Opportunity
Triggers when a new opportunity is created in Daylite.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Task
Triggers when a new task is created in Daylite.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Trashed Person
Triggers when a person is sent to the Trash in Daylite.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Company Updated
Triggers when a company is updated in Daylite.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Opportunity Updated
Triggers when an opportunity is updated in Daylite.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Task Updated
Triggers when a task is updated in Daylite.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.SubjectRequired
Details
TimezoneRequired
Start DateRequired
End DateRequired
Show As
Category
Keywords
Resources
Location
Type
Status
All Day
Note
Group
Source Import ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.First NameRequired
Middle Name
Last NameRequired
Prefix
Suffix
Nickname
Category
Keywords
Details
Birthday
Anniversary
Label
Email Address
Ordering
Format
Label
Phone Number
Ordering
Label
Street
City
Postal Code
State
Country
Ordering
Company Name
Company Website
Role
Job Title
Department
Relationship Type (Recipient)
Relationship Type (Source)
Contact
Company
Company Role
Company Department
Company Title
Opportunity
Opportunity Role
Opportunity Title
Project
Project Role
Project Title
Note
Task
Appointment
Group
Extra Field 1
Extra Field 2
Extra Field 3
Extra Field 4
Extra Field 5
Extra Field 6
Extra Field 7
Extra Field 8
Extra Field 9
Extra Field 10
Extra Field 11
Extra Field 12
Extra Date 1
Extra Date 2
Extra Date 3
Extra Date 4
Source Import ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Form TemplateRequired
Linked Person
Linked Company
Linked Opportunity
Linked Project
Linked Note
Linked Task
Linked Appointment
Owner
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
Category
Keywords
Details
StateRequired
Probability
Forecasted Date
End Date
Start Date
Company
Contact
Note
Task
Appointment
Extra Field 1
Extra Field 2
Extra Field 3
Extra Field 4
Extra Field 5
Extra Field 6
Extra Field 7
Extra Field 8
Extra Field 9
Extra Field 10
Extra Field 11
Extra Field 12
Extra Date 1
Extra Date 2
Extra Date 3
Extra Date 4
Source Import ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
Category
Keywords
Details
Owner
StatusRequired
Priority
Start Date
End Date
Due Date
Linked Person
Person Role
Linked Company
Company Role
Note
Task
Appointment
Group
Extra Field 1
Extra Field 2
Extra Field 3
Extra Field 4
Extra Field 5
Extra Field 6
Extra Field 7
Extra Field 8
Extra Field 9
Extra Field 10
Extra Field 11
Extra Field 12
Extra Date 1
Extra Date 2
Extra Date 3
Extra Date 4
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Reference ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Reference
Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ReferenceRequired
Company Name
Type
Region
Industry
Category
Edit Mode
Keywords
Email Address Edit Mode
Label
Email Address
Ordering
Phone Number Edit Mode
Format
Label
Phone Number
Ordering
Person Title
Linked Person Edit Mode
Person
Person Role
Address Edit Mode
Label
Street
City
Postal Code
State
Country
Ordering
Number of Employees
Relationship Type (Source)
Relationship Type (Recipient)
Linked Company Edit Mode
Company
Linked Opportunity Edit Mode
Opportunity
Opportunity Role
Opportunity Title
Linked Project Edit Mode
Project
Project Role
Project Title
Linked Note Edit Mode
Linked Note
Linked Task Edit Mode
Linked Task
Linked Appointment Edit Mode
Linked Appointment
Linked Group Edit Mode
Linked Group
Extra Field 1
Extra Field 2
Extra Field 3
Extra Field 4
Extra Field 5
Extra Field 6
Extra Field 7
Extra Field 8
Extra Field 9
Extra Field 10
Extra Field 11
Extra Field 12
Extra Date 1
Extra Date 2
Extra Date 3
Extra Date 4
Owner
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ReferenceRequired
Opportunity Name
State
Probability
Start Date
End Date
Forecasted Date
Edit Mode
Keywords
Category
Linked Contact Edit Mode
Contacts
Linked Company Edit Mode
Company
Linked Opportunity Edit Mode
Opportunity
Linked Note Edit Mode
Linked Note
Linked Task Edit Mode
Linked Task
Linked Appointment Edit Mode
Linked Appointment
Linked Group Edit Mode
Linked Group
Extra Field 1
Extra Field 2
Extra Field 3
Extra Field 4
Extra Field 5
Extra Field 6
Extra Field 7
Extra Field 8
Extra Field 9
Extra Field 10
Extra Field 11
Extra Field 12
Extra Date 1
Extra Date 2
Extra Date 3
Extra Date 4
Owner
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ReferenceRequired
Title
Details
Priority
Due Date
Start Date
End Date
Category
Edit Mode
Keywords
Estimated Time
Location
Type
Status
All Day
Owner
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Text Field
Text Field Value
Date Field
Date Field Value
ActionThis is an event a Zap performs.SearchFind existing data in your appText Field
Text Field Value
Date Field
Date Field Value
Custom Field
Custom Field Value
ActionThis is an event a Zap performs.SearchFind existing data in your appText Field
Text Field Value
Date Field
Date Field Value
Custom Field
Custom Field Value
ActionThis is an event a Zap performs.SearchFind existing data in your appText Field
Text Field Value
Date Field
Date Field Value
ActionThis is an event a Zap performs.SearchFind existing data in your appTypeRequired
BodyRequired
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundText Field
Text Field Value
Date Field
Date Field Value
Custom Field
Custom Field Value
NameRequired
Category
Keywords
Details
Company Type
Region
Industry
Label
Website Address
Label
Email Address
Ordering
Format
Label
Phone Number
Ordering
Label
Street
City
State
Country
Postal Code
Ordering
Number of Employees
Person
Person Role
Person Title
Person Department
Companies
Opportunity
Opportunity Role
Opportunity Title
Project
Project Role
Project Title
Note
Task
Appointment
Group
Extra Field 1
Extra Field 2
Extra Field 3
Extra Field 4
Extra Field 5
Extra Field 6
Extra Field 7
Extra Field 8
Extra Field 9
Extra Field 10
Extra Field 11
Extra Field 12
Extra Date 1
Extra Date 2
Extra Date 3
Extra Date 4
Source Import ID
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundText Field
Text Field Value
Date Field
Date Field Value
TitleRequired
DetailsRequired
Category
Keywords
Owner
Contact
Company
Opportunity
Project
Task
Appointment
Source Import ID
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundText Field
Text Field Value
Date Field
Date Field Value
Custom Field
Custom Field Value
NameRequired
Category
Keywords
Details
Owner
StatusRequired
Priority
Start Date
End Date
Due Date
Linked Person
Person Role
Linked Company
Company Role
Note
Task
Appointment
Group
Extra Field 1
Extra Field 2
Extra Field 3
Extra Field 4
Extra Field 5
Extra Field 6
Extra Field 7
Extra Field 8
Extra Field 9
Extra Field 10
Extra Field 11
Extra Field 12
Extra Date 1
Extra Date 2
Extra Date 3
Extra Date 4
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
About Credit Repair Cloud
Related categories
About Daylite
Related categories
Related Zap Templates
- Create new Daylite persons for new Credit Repair Cloud leads
- Update Daylite persons when new leads are added in Credit Repair Cloud
- Create Daylite projects for new Credit Repair Cloud leads
- Create Daylite forms for new Credit Repair Cloud leads
- Create notes in Daylite for new leads from Credit Repair Cloud