Credit Repair Cloud + LiveAgent

Credit Repair Cloud + LiveAgent integrations

Create LiveAgent customers from new Credit Repair Cloud clients

Efficiently manage your new clients in Credit Repair Cloud by seamlessly adding them as customers in LiveAgent. This workflow triggers when a new client is added in Credit Repair Cloud and instantly creates a new customer in LiveAgent, ensuring a smooth and organized onboarding process. Streamline your client management and improve your overall customer support with this time-saving automation.

When this happens...
New ClientTriggered when you add a new client.
TriggerInstant
automatically do this!
Add New CustomerAdds new contact/customer to system.
ActionWrite

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More things you can do with Credit Repair Cloud and LiveAgent

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

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 Customer
Triggers when a new customer is added to system.
Trigger
Polling
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- Department
  Required
- Email Address
  Required
- Subject
  Required
- Recipient Email
  Required
- Message
  Required
- Recipient Name
- CC Email Address
- Conversation Status
- Mail Messsage ID
- Do Not Send Mails
- Is Html Message
Action
Write
- Email Address
  Required
- Group Name
  Required
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
New Customer (Experimental)
Triggers when a new customer is added to system. (uses API v3).
Trigger
Polling
Try It
- Email Address
  Required
- Name of Group
  Required
Action
Write
- Email
  Required
- Name
- Gender
- Role
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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