Generate invoices in FacturaDirecta for new clients in Credit Repair Cloud
Effortlessly manage your invoicing process with this seamless workflow between Credit Repair Cloud and FacturaDirecta. When you add a new client in Credit Repair Cloud, an invoice will be created in FacturaDirecta, saving you time and ensuring consistent and accurate billing for your clients. Streamline your financial tasks and focus on growing your business with this efficient automation.
- When this happens...New ClientTriggered when you add a new client.
- automatically do this!Create Sales InvoiceCreates a sales invoice (with line-item support).
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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.
Try ItTriggerInstant - New Client
Triggered when you add a new client.
Try ItTriggerInstant - New Lead
Triggered when you add a new lead.
Try ItTriggerInstant - Update Lead
Triggered when you update a lead.
Try ItTriggerInstant
- New Affiliate
Triggers when a new affiliate is created.
Try ItTriggerInstant - New Invoice
Triggered when you add a new invoice.
Try ItTriggerInstant - Update Client
Triggered when you update a client.
Try ItTriggerInstant - 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
ActionWrite




