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Credit Repair Cloud + Infinity

Credit Repair Cloud + Infinity

Credit Repair Cloud + Infinity integrations

Create new Infinity items for every new client from Credit Repair Cloud

Effortlessly manage your new clients in Credit Repair Cloud by automatically creating a new item in Infinity for each one. With this workflow, every time a new client is added to Credit Repair Cloud, a new item will be created in Infinity, allowing you to efficiently organize and track your clients without manually copying their information between the two apps. Save time and focus on more important tasks to grow your business.

When this happens...
New ClientTriggered when you add a new client.
TriggerInstant
automatically do this!
Create a New ItemCreates a new item in a specific workspace, board and folder.
ActionWrite

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More things you can do with Credit Repair Cloud and Infinity

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

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 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

- Workspace
  Required
- Board
  Required
- Folder
  Required
Trigger
Instant
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- Workspace
  Required
- Board
  Required
- Folder
- Attributes
Trigger
Instant
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- Workspace
  Required
Trigger
Polling
Try It
- Workspace
  Required
- Board
  Required
- Folder
- Item to create the comment on
  Required
- Comment text
  Required
Action
Write
- Workspace to create an item in
  Required
- Board to create an item in
  Required
- Parent Folder
- Folder Name
  Required
Action
Write
- Workspace
  Required
- Name
Action
Search
- Workspace
  Required
- Board
  Required
- Folder
  Required
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
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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
- Workspace
  Required
Trigger
Polling
Try It
- Workspace
  Required
- Board
  Required
Trigger
Polling
Try It
- Workspace
  Required
- Board
  Required
- Folder
Trigger
Instant
Try It
- Workspace
  Required
- File
  Required
Action
Write
- Workspace to create an item in
  Required
- Board to create an item in
  Required
- Folder to create an item in
  Required
Action
Write
- Workspace to update an item in
  Required
- Board to update an item in
  Required
- Folder to update an item in
  Required
- Item to update
  Required
Action
Write
- Workspace
  Required
- Board
  Required
- Name
Action
Search
- Workspace
  Required
- Name
  Required
Action
Search

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 Infinity

Infinity is a flexible project management platform that lets you organize anything, your way.

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Related categories

Project Management

Related Zap Templates

Create new Infinity items for new Credit Repair Cloud leads

Related Zap Templates

Create new Infinity items for new Credit Repair Cloud leads