Credit Repair Cloud + Lexware Office

Credit Repair Cloud + Lexware Office integrations

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

Effortlessly manage your bookkeeping tasks when adding new clients in Credit Repair Cloud. This workflow triggers when a new client is added in Credit Repair Cloud, and uploads a document related to the client directly to lexoffice for seamless bookkeeping. Save time and stay organized by eliminating manual file transfers between these essential business apps.

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

Start free with email

Start free with Google

Free forever for core features
14 day trial for premium features & apps

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
Try It
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

New Affiliate
Triggers when a new affiliate is created.
Trigger
Instant
Try It
New Invoice
Triggered when you add a new invoice.
Trigger
Instant
Try It
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.

HelpHelp

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.

Learn moreLearn moreHelpHelp

Related categories

Accounting

Related Zap Templates

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

Related Zap Templates

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