Credit Repair Cloud + DocuSign + Acuity Scheduling Integrations

How to connect Credit Repair Cloud + DocuSign + Acuity Scheduling

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Do even more with Credit Repair Cloud + DocuSign + Acuity Scheduling

With Zapier, you can do more than just connect your apps - you can automate entire processes from beginning to end! Check out the following list of triggers and actions you can use with Credit Repair Cloud, DocuSign, and Acuity Scheduling. And don’t forget that you can add more apps and actions to create complex workflows.

Supported triggers and actions

What does this mean?

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
Try It
- 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
  This is memo for client and lead.
- Previous Mailing Address
  This field is for Previous Mailing Address.
Action
Write

- 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
  This is field for client memo.
- Previous Mailing Address
  This field is for Previous Mailing Address.
Action
Write
- 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
  This is used for client/lead memo.
- Previous Mailing Address
  This field is for Previous Mailing Address.
Action
Write

New Folder
Triggers when a new folder is created.
Trigger
Scheduled
Try It
- Api Docs Info
  API docs for DocuSign are located here https://developers.docusign.com/
- HTTP MethodRequired
- URLRequired
  Requests can only be made to domains associated by this application.
- Query String Parameters
  These params will be URL-encoded and appended to the URL when making the request.
- Headers
  Authentication headers are included automatically
- Additional Request Headers
  Zapier will apply these optional headers and values to the request in addition to any headers created as part of the authentication mechanism.
- Body
  Zapier will pass this along raw. If you would like to provide complex JSON, try a "Code by Zapier" step to build the structure and pass it along here. For example, {"foo": "bar"} is perfectly valid.
Action
Write
- Calendar
  Optionally select a calendar to trigger this Zap. The Zap will only run for this calendar.
- Appointment Type
  Optionally select an appointment type to trigger this Zap. The Zap will only run for this appointment type.
Trigger
Instant
Try It
- Calendar
  Optionally select a calendar to trigger this Zap. The Zap will only run for this calendar.
- Appointment Type
  Optionally select an appointment type to trigger this Zap. The Zap will only run for this appointment type.
Trigger
Instant
Try It
- CouponRequired
- Certificate Code
  The actual code for the coupon, such as ABC123. We'll create one automatically if you don't have one picked out.
Action
Write
- CalendarRequired
  Select the calendar you want to add blocked off time to.
- Start Date and TimeRequired
- End Date and TimeRequired
- Notes
  Any notes to attach to the blocked off time.
Action
Write
- Appointment IDRequired
Action
Search

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
Try It
Update Client
Triggered when you update a client.
Trigger
Instant
Try It
- 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
  This is memo for client and lead.
- Previous Mailing Address
  This field is for Previous Mailing Address.
Action
Write
- First NameRequired
- Last NameRequired
- EmailRequired
- Mobile PhoneRequired
- GenderRequired
- PortalAccessRequired
- Alternate Phone
- Phone Ext
- Fax
- Address
- Status
- City
- Zip
- Country
- Internal Note
- Companyurl
- Company
Action
Write
- First NameRequired
- Last NameRequired
- EmailRequired
- Total AmountRequired
- Due DateRequired
- Reference NumberRequired
  Invoice Number or ID.
- Open Amount
  Pending or Due Amount.
- Added Date
- Lines
  Invoice Items.
- Paid Amount
- Invoice Date
- Payment Recived Date
Action
Write
- Status
  Triggers on both sent and completed envelopes if no option selected.
- Download form data?
  Should this trigger pull in form data? To work, the Sending Setting "Allow sender to download form data" must be enabled for the account in Docusign here
Trigger
Scheduled
Try It
- Template IdRequired
- Email Subject
  Subject line of email. Overrides template setting
- Email Blurb
  Email message to recipient. Overrides template setting.
- Recipient Email
- Recipient Name
- Recipient Role
  Choose role as defined on template or use a custom value
Action
Write
- Time Before (Unit)
- Appointment Type
  Optionally select an appointment type to trigger this Zap. The Zap will only run for this appointment type.
- Calendar
  Optionally select a calendar to trigger this Zap. The Zap will only run for this calendar.
- Time BeforeRequired
  How long before the appointment you want us to trigger.
Trigger
Scheduled
Try It
- Calendar
  Optionally select a calendar to trigger this Zap. The Zap will only run for this calendar.
- Appointment Type
  Optionally select an appointment type to trigger this Zap. The Zap will only run for this appointment type.
Trigger
Instant
Try It
New Product Order
Triggers when a new order is completed.
Trigger
Instant
Try It
- PackageRequired
- Certificate Code
  The actual code for the certificate, such as ABC123. We'll create one automatically if you don't have one picked out.
- Email Address
  An email address to assign the package code to.
Action
Write
- Api Docs Info
  API docs for Acuity Scheduling are located here https://developers.acuityscheduling.com/
- HTTP MethodRequired
- URLRequired
  Requests can only be made to domains associated by this application.
- Query String Parameters
  These params will be URL-encoded and appended to the URL when making the request.
- Headers
  Authentication headers are included automatically
- Additional Request Headers
  Zapier will apply these optional headers and values to the request in addition to any headers created as part of the authentication mechanism.
- Body
  Zapier will pass this along raw. If you would like to provide complex JSON, try a "Code by Zapier" step to build the structure and pass it along here. For example, {"foo": "bar"} is perfectly valid.
Action
Write
- First Name
- Last Name
- E-Mail
Action
Search

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How Credit Repair Cloud + DocuSign + Acuity Scheduling Integrations Work

Step 1: Authenticate Credit Repair Cloud, DocuSign, and Acuity Scheduling.
30 seconds
Step 2: Pick one of the apps as a trigger, which will kick off your automation.
15 seconds
Step 3: Choose a resulting action from the other app.
15 seconds
Step 4: Select the data you want to send from one app to the other.
2 minutes
That’s it! More time to work on other things.

Connect apps

Connect Credit Repair Cloud + DocuSign + Acuity Scheduling

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.

Related categories

CRM (Customer Relationship Management)

About DocuSign

Docusign is an electronic signature technology and digital transaction management service for facilitating electronic exchanges of signed documents.

Related categories

Signatures

Similar apps

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Signatures

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About Acuity Scheduling

Easy online appointment scheduling software. Save time by having clients book appointments, complete custom intake forms, and pay in advance 24/7 anywhere in the world.

Learn more

Related categories

Scheduling & Booking

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Credit Repair Cloud + DocuSign + Acuity Scheduling Integrations

How to connect Credit Repair Cloud + DocuSign + Acuity Scheduling

Do even more with Credit Repair Cloud + DocuSign + Acuity Scheduling

Status Change

New Client

New Lead

Update Lead

Change Lead

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

Create Client

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

Create Lead

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

New Folder

API Request (Beta)

Api Docs Info

HTTP MethodRequired

URLRequired

Query String Parameters

Headers

Additional Request Headers

Body

New Appointment

Calendar

Appointment Type

Appointment Rescheduled