Credit Repair Cloud + LiquidPlanner Classic

Credit Repair Cloud + LiquidPlanner Classic integrations

Create tasks in LiquidPlanner Classic for new clients in Credit Repair Cloud

Stay organized and efficient in managing your credit repair clients by automatically creating tasks in LiquidPlanner Classic whenever a new client is added in Credit Repair Cloud. This workflow helps you ensure that all necessary steps are taken for each client and allows you to focus more on providing excellent service rather than getting bogged down in manual task creation. Streamline your client management process with this seamless integration.

When this happens...
New ClientTriggered when you add a new client.
TriggerInstant
automatically do this!
Create a TaskCreate a new task in Liquid Planner.
ActionWrite

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More things you can do with Credit Repair Cloud and LiquidPlanner Classic

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

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

- Space Name
  Required
Trigger
Instant
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- Space ID
  Required
Trigger
Instant
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- Space ID
  Required
Trigger
Instant
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- Space Name
  Required
- Item Name
  Required
Action
Write
- Space Name
  Required
- Task Name
  Required
- Name
  Required
- Sort Order
- Completed?
Action
Write
- Space Name
  Required
- Item Name
  Required
- Prerequisite Item Name
  Required
Action
Write
- Space Name
  Required
- Name
  Required
- Owner
- Package Name
- Parent Name
- Description
- Delay Until
- Done On
- External Reference
- Promise By
- Max Effort
- Manual Alert
- Is Done Flag
- Is on Hold Flag
Action
Write
- Space Name
  Required
- Name
  Required
- Date
- Owner
- Comment
- Description
- Note
- Link URL
- Activity Name
- Parent Name
- Package Name
- Max Effort
- External Reference
- Manual Alert
- Is Done Flag
- Is on Hold Flag
- Is Shared Flag
Action
Write
- Space Name
  Required
- Parent Package Name
- Owner Name
- Parent Name
- Name
  Required
- Description
- Delay Until
- Done On
- External Reference
- Manual Alert
- Max Effort
- Promise By
- Is Done Flag
- Is on Hold Flag
Action
Write
- Space Name
  Required
- Owner Name
- Parent Name
- Client Name
- Name
  Required
- Description
- Delay Until
- Done On
- External Reference
- Manual Alert
- Max Effort
- Promise By
- Is Done Flag
- Is on Hold Flag
- Parent Package Name
Action
Write
- Space Name
  Required
- Task Name
  Required
- Low
  Required
- High
  Required
Action
Write
- Space Name
  Required
- Item Name
  Required
- Other Name
  Required
Action
Write
- Space Name
  Required
- Item Name
  Required
Action
Write
- Space Name
  Required
- Item Name
  Required
- Work
- Low
- High
- Activity Name
- Member Name
- Is Done Flag
- Done On
- Work Performed On
- Comment
- Note
Action
Write
- Space Name
  Required
- User Name
  Required
- Timesheet Start Date
  Required
Action
Write
- Space Name
  Required
- Owner Name
- Checklist Name
  Required
- Name
- Sort Order
- Completed?
Action
Write
- Space Name
  Required
- Event Name
  Required
- Name
- Start Date
- Finish Date
- Parent Name
- Package Name
- Activity Name
- Event Description
- Max Effort
- External Reference
- Manual Alert
- Is Done Flag
- Is on Hold Flag
- Is Shared Flag
Action
Write
- Space Name
  Required
- Milestone Name
  Required
- Name
- Date
- Activity Name
- Package Name
- Parent Name
- Description
- Max Effort
- External Reference
- Manual Alert
- Is Done Flag
- Is on Hold Flag
- Is Shared Flag
Action
Write
- Space Name
  Required
- Task Name
  Required
- Title
- Description
- Parent Name
- Package Name
- Activity Name
- Delay Until
- Done On
- Promise By
- Started On
- Max Effort
- External Reference
- Manual Alert
- Is Done Flag
- Is on Hold Flag
- Is Shared Flag
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
- Space Name
  Required
Trigger
Instant
Try It
- Space ID
  Required
Trigger
Instant
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- Space ID
  Required
Trigger
Instant
Try It
- Space Name
  Required
- User Name
  Required
- Timesheet Start Date
  Required
Action
Write
- Space Name
  Required
- Name
- Billable Flag
- Shared Flag
Action
Write
- Space Name
  Required
- Item Name
  Required
- Comment
  Required
- Commentator Name
Action
Write
- Space Name
  Required
- Name
  Required
- Start Date
- Finish Date
- Owner Name
- Comment
- Link URL
- Description
- Note
- Parent Name
- Package Name
- Activity Name
- Max Effort
- External Reference
- Manual Alert
- Is Done Flag
- Is on Hold Flag
- Is Shared Flag
Action
Write
- Space Name
  Required
- Item Name
  Required
- Url
  Required
- Description
  Required
Action
Write
- Space Name
  Required
- Item Name
  Required
- Note
Action
Write
- Space Name
  Required
- Name
  Required
- Start Time
  Required
- Finish Time
  Required
- Owner Name
- Comment
- Link URL
- Description
- Note
- Parent Name
- Package Name
- Activity Name
- Max Effort
- External Reference
- Manual Alert
- Is Done Flag
- Is on Hold Flag
- Is Shared Flag
Action
Write
- Space Name
  Required
- Name
  Required
- Low
- High
- Owner Name
- Description
- Comment
- Link URL
- Note
- Activity Name
- Parent Name
- Package Name
- External Reference
- Delay Until
- Promise By
- Max Effort
- Manual Alert
- Started On
- Done On
- Is Done Flag
- Is on Hold Flag
- Is Shared Flag
Action
Write
- Space Name
  Required
- Item Name
  Required
- Other Name
  Required
Action
Write
- Space Name
  Required
- Item Name
  Required
Action
Write
- Space Name
  Required
- User Name
  Required
- Timesheet Start Date
  Required
Action
Write
- Space Name
  Required
- Task ID
  Required
- Low
- High
- Activity Name
- Restart Timer
- Comment
- Note
- Is Done Flag
Action
Write
- Space Name
  Required
- User Name
  Required
- Timesheet Start Date
  Required
Action
Write
- Space Name
  Required
- Commentator Name
- Comment Text
  Required
- Comment
  Required
Action
Write
- Space Name
  Required
- Link Description
  Required
- Url
- Description
Action
Write
- Space Name
  Required
- Partial Day Event Name
  Required
- Name
- Start Time
- Finish Time
- Package Name
- Parent Name
- Activity Name
- Description
- Max Effort
- External Reference
- Manual Alert
- Is Done Flag
- Is on Hold Flag
- Is Shared Flag
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

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About LiquidPlanner Classic

LiquidPlanner Classic, online project management with predictive scheduling that updates automatically when things change.

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Project Management

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