Credit Repair Cloud + Daylite

Credit Repair Cloud + Daylite integrations

Create notes in Daylite for new leads from Credit Repair Cloud

Effortlessly manage your new leads from Credit Repair Cloud with this seamless automation. When a new lead is added in Credit Repair Cloud, it will create a note in Daylite, ensuring all critical information is maintained in one place. Save time on manual data entry and focus on nurturing your prospects for a successful credit repair process.

When this happens...
New LeadTriggered when you add a new lead.
TriggerInstant
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Create NoteCreates a new Note.
ActionWrite

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More things you can do with Credit Repair Cloud and Daylite

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

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
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New Lead
Triggered when you add a new lead.
Trigger
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

Deleted Company
Triggers when a Daylite company is deleted.
Trigger
Instant
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Deleted Form
Triggers when a Daylite form is deleted.
Trigger
Instant
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Deleted Project
Triggers when a Daylite project is deleted.
Trigger
Instant
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- zapnote
Trigger
Instant
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New Person
Triggers when a new person is created in Daylite.
Trigger
Instant
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New Note
Triggers when a new note is created in Daylite.
Trigger
Instant
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New Project
Triggers when a new project is created in Daylite.
Trigger
Instant
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Trashed Appointment
Triggers when an appointment is sent to the Trash in Daylite.
Trigger
Instant
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Appointment Updated
Triggers when an appointment is updated in Daylite.
Trigger
Instant
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Person Updated
Triggers when a person is updated in Daylite.
Trigger
Instant
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Updated Note
Triggers when a note is updated in Daylite.
Trigger
Instant
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Project Updated
Triggers when a project is updated in Daylite.
Trigger
Instant
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- Type
- Body
Action
Write
- Name
  Required
- 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
Action
Write
- Subject
  Required
- Message ID
  Required
- From
  Required
- To
  Required
- HTML Email Body
  Required
- Date
  Required
- Category
- Keywords
- Contact
- Company
- Opportunity
- Project
- Task
- Appointment
- Source Import ID
Action
Write
- Title
  Required
- Details
  Required
- Category
- Keywords
- Owner
- Contact
- Company
- Opportunity
- Project
- Task
- Appointment
- Source Import ID
Action
Write
- Opportunity Name
  Required
- Category
- Keywords
- Details
- First Name
  Required
- Last Name
  Required
- Email Address
- Phone Number
- Company Name
- Company Website
Action
Write
- Owner
- Keywords
- Category
- Title
  Required
- Details
- Location
- Type
- Status
- Priority
- Estimated Time
- Start Date
- Due Date
- End Date
- Person
- Company
- Note
- Opportunity
- Project
- Source Import ID
Action
Write
- Primary Object Reference
  Required
- Linked Object References
  Required
Action
Write
- Reference
  Required
- Subject
- Details
- Show As
- Timezone
- Start Date
- End Date
- Category
- Edit Mode
- Keywords
- Resources
- Location
- Type
- Status
- All Day
- Owner
Action
Write
- Reference
  Required
- 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
Action
Write
- Reference
  Required
- 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
Action
Write
- Object Type
  Required
- Search Body
  Required
Action
Search
- Text Field
- Text Field Value
- Date Field
- Date Field Value
- Custom Field
- Custom Field Value
Action
Search
- Text Field
- Text Field Value
- Date Field
- Date Field Value
Action
Search
- Text Field
- Text Field Value
- Date Field
- Date Field Value
- Custom Field
- Custom Field Value
Action
Search
- Reference ID
Action
Search
- Text Field
- Text Field Value
- Date Field
- Date Field Value
- Subject
  Required
- Details
- Timezone
  Required
- Start Date
  Required
- End Date
  Required
- Show As
- Category
- Keywords
- Resources
- Location
- Type
- Status
- All Day
- Note
- Group
- Source Import ID
Action
Search or write
- Text Field
- Text Field Value
- Date Field
- Date Field Value
- Custom Field
- Custom Field Value
- First Name
  Required
- Middle Name
- Last Name
  Required
- 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
Action
Search or write
- Text Field
- Text Field Value
- Date Field
- Date Field Value
- Custom Field
- Custom Field Value
- Name
  Required
- Category
- Keywords
- Details
- State
  Required
- 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
Action
Search or write
- Text Field
- Text Field Value
- Date Field
- Date Field Value
- Owner
- Keywords
- Category
- Title
  Required
- Details
- Location
- Type
- Status
- Priority
- Estimated Time
- Start Date
- Due Date
- End Date
- Person
- Company
- Note
- Opportunity
- Project
- Source Import ID
Action
Search or 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
Deleted Appointment
Triggers when a Daylite appointment is deleted.
Trigger
Instant
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Deleted Person
Triggers when a Daylite person is deleted.
Trigger
Instant
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Deleted Opportunity
Triggers when a Daylite opportunity is deleted.
Trigger
Instant
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Deleted Task
Triggers when a Daylite task is deleted.
Trigger
Instant
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New Company
Triggers when a new company is created in Daylite.
Trigger
Instant
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New Form
Triggers when a new form is created in Daylite.
Trigger
Instant
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New Opportunity
Triggers when a new opportunity is created in Daylite.
Trigger
Instant
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New Task
Triggers when a new task is created in Daylite.
Trigger
Instant
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Trashed Person
Triggers when a person is sent to the Trash in Daylite.
Trigger
Instant
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Company Updated
Triggers when a company is updated in Daylite.
Trigger
Instant
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- Form Template
Trigger
Instant
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Opportunity Updated
Triggers when an opportunity is updated in Daylite.
Trigger
Instant
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Task Updated
Triggers when a task is updated in Daylite.
Trigger
Instant
Try It
- Subject
  Required
- Details
- Timezone
  Required
- Start Date
  Required
- End Date
  Required
- Show As
- Category
- Keywords
- Resources
- Location
- Type
- Status
- All Day
- Note
- Group
- Source Import ID
Action
Write
- First Name
  Required
- Middle Name
- Last Name
  Required
- 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
Action
Write
- Form Template
  Required
- Linked Person
- Linked Company
- Linked Opportunity
- Linked Project
- Linked Note
- Linked Task
- Linked Appointment
- Owner
Action
Write
- Name
  Required
- Category
- Keywords
- Details
- State
  Required
- 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
Action
Write
- Name
  Required
- Category
- Keywords
- Details
- Owner
- Status
  Required
- 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
Action
Write
- Reference ID
Action
Write
- Reference
- Body
Action
Write
- Reference
  Required
- 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
Action
Write
- Reference
  Required
- 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
Action
Write
- Reference
  Required
- Title
- Details
- Priority
- Due Date
- Start Date
- End Date
- Category
- Edit Mode
- Keywords
- Estimated Time
- Location
- Type
- Status
- All Day
- Owner
Action
Write
- Text Field
- Text Field Value
- Date Field
- Date Field Value
Action
Search
- Text Field
- Text Field Value
- Date Field
- Date Field Value
- Custom Field
- Custom Field Value
Action
Search
- Text Field
- Text Field Value
- Date Field
- Date Field Value
- Custom Field
- Custom Field Value
Action
Search
- Text Field
- Text Field Value
- Date Field
- Date Field Value
Action
Search
- Type
  Required
- Body
  Required
Action
Search or write
- Text Field
- Text Field Value
- Date Field
- Date Field Value
- Custom Field
- Custom Field Value
- Name
  Required
- 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
Action
Search or write
- Text Field
- Text Field Value
- Date Field
- Date Field Value
- Title
  Required
- Details
  Required
- Category
- Keywords
- Owner
- Contact
- Company
- Opportunity
- Project
- Task
- Appointment
- Source Import ID
Action
Search or write
- Text Field
- Text Field Value
- Date Field
- Date Field Value
- Custom Field
- Custom Field Value
- Name
  Required
- Category
- Keywords
- Details
- Owner
- Status
  Required
- 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
Action
Search or write

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.

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CRM (Customer Relationship Management)

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About Daylite

Daylite is a CRM for macOS & iOS that helps you and your team manage more clients, close more deals, and finish more projects. It works with many of the built-in Apple features you know and love like Apple Mail, Contacts, Calendar, Siri, and more!

Learn moreLearn moreHelpHelp

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Create Daylite projects for new Credit Repair Cloud leads