Credit Repair Cloud + Fellow

Credit Repair Cloud + Fellow integrations

Create action items in Fellow for new clients in Credit Repair Cloud

Effortlessly manage your client onboarding process with this seamless workflow between Credit Repair Cloud and Fellow. Whenever a new client is added in Credit Repair Cloud, an action item will be created in Fellow to help you stay organized and on top of tasks. This automation ensures that every client receives the attention and efficient service they deserve, streamlining your credit repair business operations.

When this happens...
New ClientTriggered when you add a new client.
TriggerInstant
automatically do this!
ActionWrite

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More things you can do with Credit Repair Cloud and Fellow

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

Status Change
Triggered when you convert status from client to any other status or from any other status to client.
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New Client
Triggered when you add a new client.
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Instant
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New Lead
Triggered when you add a new lead.
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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

AI Note Shared to Channel
Triggers when an AI Note is shared to a channel, either manually or automatically
Trigger
Instant
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New AI Note
Triggers every time an AI Note is generated or re-generated, including uploads
Trigger
Instant
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- Search Field
  Required
- Search Value
  Required
Action
Write
- Note ID
  Required
Action
Write

New Affiliate
Triggers when a new affiliate is created.
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Instant
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New Invoice
Triggered when you add a new invoice.
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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
Action Item Completed
Triggers when an action item is completed.
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Action Item Assigned to Me
Triggers when an action item is assigned to you.
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Note Sent to Zapier
Manually triggered within Fellow from the "Send Notes" menu, available in every note.
Trigger
Instant
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- Stream ID
  Required
- Talking Point Text
  Required
- Talking Point Status
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 Fellow

Fellow is a privacy-focused AI meeting assistant that records and summarizes meetings with enterprise-grade security.

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AI Meeting Assistants