Credit Repair Cloud + Eva Gifting Assistant (EvaBot)

Credit Repair Cloud + Eva Gifting Assistant (EvaBot) integrations

Add new Credit Repair Cloud clients to update direct mailer campaigns in Eva Gifting Assistant (EvaBot)

Effortlessly keep your direct mailer campaigns up-to-date with this workflow. When you add a new client in Credit Repair Cloud, it'll trigger an update in your Eva Gifting Assistant (EvaBot) app to modify the corresponding direct mailer campaign. With this seamless automation, you'll ensure accurate campaign targeting and deliver a personalized experience to each new client in your credit repair business.

When this happens...
New ClientTriggered when you add a new client.
TriggerInstant
automatically do this!
Update a Direct Mailer CampaignUpdates a campaign
ActionWrite

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More things you can do with Credit Repair Cloud and Eva Gifting Assistant (EvaBot)

Discover other triggers and actions you can use with Credit Repair Cloud and Eva Gifting Assistant (EvaBot)

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

Gift Delivered
Triggers when a new gift is delivered.
Trigger
Polling
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- Mailer Campaign List
  Required
- Recipient's Name
  Required
- Event Date
  Required
- Recipient's Address Line 1
  Required
- Recipient's Address Line 2
  Required
- Recipient's City
  Required
- Recipient's State/Province/Region
  Required
- Recipient's Postal Code/ZIP
  Required
- Recipient's Country
Action
Write
- Recipient's Email
  Required
- Option List
  Required
Action
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
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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
Gift Accepted
Triggers when a new gift is accepted.
Trigger
Polling
Try It
- Campaign List
  Required
- Recipient's Name
  Required
- Recipient's Email
  Required
- Recipient's Mobile
- Event Date
  Required
- Price
  Required
Action
Write
- Sender's Email [Only Required for Teams -- Make Sure The Gift Sender Is Registered Under Your Team In EvaBot]
- Recipient's Name
  Required
- Recipient's Email
  Required
- Recipient's Mobile
- Reference Number
- Occasion
  Required
- Price
  Required
- Recipient's Address Line 1
- Recipient's Address Line 2
- Recipient's City
- Recipient's State/Province/Region
- Recipient's Postal Code/ZIP
- Recipient's Country
Action
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 Eva Gifting Assistant (EvaBot)

Eva helps you easily send personalized client gifts for closings, birthdays, house-anniversaries. Connect with a CRM to automate client gifting today.