Credit Repair Cloud + Lexware Office

Credit Repair Cloud + Lexware Office integrations

Update client in Credit Repair Cloud and upload documents for bookkeeping purposes in lexoffice

Keep your bookkeeping records up-to-date while managing your clients' credit repair cases with this seamless workflow. Whenever you update a client in Credit Repair Cloud, the system will instantly upload a relevant document within lexoffice, saving you time and ensuring accurate record-keeping for your business. Stay organized and efficient by automating this process with this integration.

When this happens...
Update ClientTriggered when you update a client.
TriggerInstant
automatically do this!
Upload Document for Bookkeeping PurposesUploads document for bookkeeping purposes (PDF/JPG/PNG).
ActionWrite

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More things you can do with Credit Repair Cloud and Lexware Office

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

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

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
- Filename with Extension
  Required
- File
  Required
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)

Similar apps

Zapier Forms

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

About Lexware Office

Lexware Office is a cloud app for german accounting. Writing offers or invoices, paying your bills or preparing your tax return is easier than ever with Lexware Office.

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Related categories

Accounting

Related Zap Templates

Create documents for bookkeeping in lexoffice when new clients are added to Credit Repair Cloud

Related Zap Templates

Create documents for bookkeeping in lexoffice when new clients are added to Credit Repair Cloud