Credit Repair Cloud + mfr - field service management

Credit Repair Cloud + mfr - field service management integrations

Create service locations in mfr - field service management for new clients in Credit Repair Cloud

Streamline your client onboarding process with this efficient automation. When you add a new client in Credit Repair Cloud, it will instantly create a new Service Location in mfr - Field Service Management for seamless organization and tracking. Simplify your workload by letting this workflow handle your data entry tasks, giving you more time to focus on helping your clients repair and improve their credit.

When this happens...
New ClientTriggered when you add a new client.
TriggerInstant
automatically do this!
Create Location (Service Location)Create a location (service location) with a contact. This is an important job information for the technician.
ActionWrite

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More things you can do with Credit Repair Cloud and mfr - field service management

Discover other triggers and actions you can use with Credit Repair Cloud and mfr - field service management

Status Change
Triggered when you convert status from client to any other status or from any other status to client.
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Instant
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New Client
Triggered when you add a new client.
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Instant
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New Lead
Triggered when you add a new lead.
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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 new customer is created.
Trigger
Instant
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New Job
Triggers when new job was created.
Trigger
Instant
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- Entity Id (Job)
  Required
- Entity type
  Required
- Tag
  Required
Action
Write
- Appointment type
  Required
- Duration [Minutes]
  Required
- Start date time
  Required
- End date time
- Appointment description
- Username of techncian
  Required
Action
Write
- Customer First Name
  Required
- Customer Last Name
  Required
- Company Id
- Company Address
- Company Postal
- Company City
- Company note
- Company note
Action
Write
- Offer ID
- Service Request ID
- Note
Action
Write
- Job Id
  Required
- Report definition Code (e.g. R-212)
  Required
Action
Write
- Job Name
  Required
- Job Id
- Customer Id
  Required
- Job Description
- Location Id (Service location)
- Job Template
- Project Id
- TargetTime
- StartDateTime
- EndDateTime
- MFR Username
- Produktliste
Action
Write
- Entity Id (Job)
  Required
- Entity type
  Required
- Tag
  Required
Action
Write
- Filename
  Required
- File
  Required
- Job Id
  Required
Action
Write
- Service Request ID
  Required
- Start Date Time
- End Date Time
- Max Distance (km)
- Return Only Best Match
Action
Search
- Item Name / Id
Action
Search
- ServiceRequest Id
- ServiceRequest State
- Expand
- Customer
- ServiceObject Id
Action
Search
- Expands
- ServiceRequest Id
  Required
Action
Search

New Affiliate
Triggers when a new affiliate is created.
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New Invoice
Triggered when you add a new invoice.
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Instant
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Update Client
Triggered when you update a client.
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
- 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
- Appointment Type
Trigger
Instant
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New Location (Service Location)
Triggers when new location (service location) is available.
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Instant
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- Service Request State
  Required
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Instant
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- Service Request ID
  Required
- Current Owner Email
- Current Owner ID
Action
Write
- Customer Name
  Required
- Company Id
- Company Address
- Company Postal
- Company City
- Company note
- Main contact first name company
- Main contact last name company
- Main contact phone number
- Main contacts email
Action
Write
- Original Service Request ID
  Required
- Follow-up Job Name
- Follow-up Job Description
- Job Template ID
- Service Request Type
- Clone Comments
- Clone Undone and Failed Steps
- Clone Items
- Clone All Steps
- Clone Documents
- Clone Tags
- Clone Open Appointments
- Project Id
- StartDateTime
- EndDateTime
- MFR Username
- Product List
Action
Write
- ItemType Name
  Required
- ItemType Id
  Required
- Price
- Costs
- ItemType description
- ItemType EAN
Action
Write
- Location Name
  Required
- Location Id
- Company Id
- Address
  Required
- Zip code
- City
- Country
- Contact First Name
- Contact Last Name
- Location Note
- Contact Telephone
- Contact Email
Action
Write
- Time Event Type
  Required
- Duration [Minutes]
- Start Date Time
- End Date Time
- Description
- Username of Technician
  Required
- Service Request ID
- Appointment ID
- Longitude
- Latitude
- Driving Distance
- Corrected Time
- External ID
- Is Approved
Action
Write
- Service Request ID
  Required
- Job Name
- Job Description
- Job State
- Current Owner Email
- Target Time (minutes)
Action
Write
- Filename
  Required
- File
  Required
Action
Write
- Company Id
- Company Name
Action
Search
- ServiceObject Id
- ServiceObject Name
Action
Search
- Username
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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Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Forms

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

About mfr - field service management

Field Service Management platform for dispatching efficiently technicians. This platform helps customers to provide the best service onsite.

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Related categories

Scheduling & Booking

Related Zap Templates

Create new mfr - field service management customers from Credit Repair Cloud clients

Related Zap Templates

Create new mfr - field service management customers from Credit Repair Cloud clients