Credit Repair Cloud + FacturaDirecta

Credit Repair Cloud + FacturaDirecta integrations

Create sales invoices in FacturaDirecta for updated clients in Credit Repair Cloud

Effortlessly manage your invoicing process when a client is updated in Credit Repair Cloud with this efficient workflow. Each time a client's information is modified in Credit Repair Cloud, a new sales invoice will be created in FacturaDirecta. This automation keeps your billing records up-to-date, allowing you to focus on providing exceptional service to your clients.

When this happens...
Update ClientTriggered when you update a client.
TriggerInstant
automatically do this!
Create Sales InvoiceCreates a sales invoice (with line-item support).
ActionWrite

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More things you can do with Credit Repair Cloud and FacturaDirecta

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

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

- Company
  Required
- Find Customer By Email
- Name
  Required
- Surname
- Email
- Phone
- Fiscal Id
- Is final customer
- Address
- City
- Region/State
- Zip Code
- Country
Action
Write
- Company
  Required
- Invoice Id
  Required
- Bank Id
- Bank
- Amount
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
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
- Company
  Required
- Type
Trigger
Instant
Try It
- Company
  Required
- Customer ID
- Find Customer By Email
- Find Customer By FiscalId
- Create contact from email only
- Customer Name
- Customer Surname
- Customer Email
- Customer Phone
- Customer Fiscal Id
- Is final customer
- Customer Address
- Customer City
- Customer Region
- Customer Zip Code
- Customer Country
- External ID
- Create as draft
- Series
- Created Date
- Due Date
- Visible notes
- Internal notes
- Tags
- PDF Template
- Currency
- Line Total Decimals
- Invoice total
- Taxes Included
- Auto calculate taxes
- Mark as paid
- Bank
- Payment method
- Send document
- Include facturae
- Generate PDF
- Generate Facturae
- Product SKU
- Description
- Quantity
- Unit Price
- Amount
- Tax Codes
- Tax Name
- Tax Rate
- Discount Rate
- Tax amount
- Shipping Item
- Shipping Amount
- Shipping Description
- Shipping Tax Codes
- Shipping Tax Name
- Shipping Tax Rate. (Ex: 0.21)
- Shipping Discount Rate. (Ex: 0.05)
- Shipping Tax Amount
- Rates Base 100
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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Related categories

CRM (Customer Relationship Management)

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Zapier Forms

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About FacturaDirecta

FacturaDirecta is an easy accounting software for small business and freelancers.

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Related categories

Accounting

Related Zap Templates

Generate invoices in FacturaDirecta for new clients in Credit Repair Cloud

Related Zap Templates

Generate invoices in FacturaDirecta for new clients in Credit Repair Cloud