Credit Repair Cloud + PHC GO

Credit Repair Cloud + PHC GO integrations

Add new Credit Repair Cloud clients to PHC GO as customers

Effortlessly manage your client onboarding process with this automation between Credit Repair Cloud and PHC GO. When you add a new client in Credit Repair Cloud, this workflow will create a customer in PHC GO, saving you time and ensuring a seamless transition for your clients. Focus on providing excellent services to your clients while maintaining accurate records in both systems.

When this happens...
New ClientTriggered when you add a new client.
TriggerInstant
automatically do this!
Create CustomerTriggers when a new customer is created or updated in the PHC GO software.
ActionWrite

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More things you can do with Credit Repair Cloud and PHC GO

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

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.
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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

Delete Article
Triggers when a new article/ service/ product is deleted in the PHC GO software.
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Delete Customer
Triggers when a customer is deleted from the PHC GO software.
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Instant
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- Choose the series of Order:
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Inactive Customer
Triggers when a customer/ subscriber it's set to inactive in the PHC GO software.
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Insert Customer
Triggers when a new customer is created in the PHC GO software.
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Instant
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Insert/ Update Article
Triggers when a new article/ service/ product is created or updated in the PHC GO software.
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Instant
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Update Customer
Triggers when a new customer is updated in the PHC GO software.
Trigger
Instant
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- Resume:
  Required
- Issue Date:
  Required
- Due Date:
- Recurrence:
  Required
- Nº of Occurrences:
- Payment Terms:
- Customer Name:
  Required
- Customer Number:
- Country:
- City:
- Address:
- Postal Code:
- Mobile phone number:
- E-mail:
- Tax Number:
- Abbreviated Name:
- Reference:
- Designation:
- Unit Price:
- Quantity:
- Tax Included:
- Tax Exemption Code:
- Tax Percentage:
- Tax Region:
Action
Write
- Name:
  Required
- Number:
- Country:
- City:
- Address:
- Postal Code:
- E-mail:
- Tax Number:
- Abbreviated Name:
- Option:
  Required
- E-mail Subject:
- E-mail Body:
- Delete wrong tax numbers?
- Document type:
  Required
- Document observations:
- Invoicing address:
- Invoicing address 2:
- Invoicing postal code:
- Invoicing locality:
- Address of loading:
- Address of loading 2:
- Place of loading:
- Postcode (loading address):
- Country of loading:
- Address of unloading:
- Address of unloading 2:
- Place of unloading:
- Postcode (unloading address):
- Country of unloading:
- Global discount
- Global Discount (%)
- Reference:
  Required
- Designation:
- Unit Price:
  Required
- Quantity:
  Required
- Tax Included:
- Tax Exemption Code:
- Tax Percentage:
- Tax Region:
- Discount 1
- Discount 2
- Warehouse:
- Additional field:
- Additional field 2:
- Shipping Reference:
- Shipping Designation:
- Shipping Unit Price:
- Shipping Quantity:
- Tax included in shipping Price:
- Tax Percentage in Shipping Price:
- Shipping Tax Region:
- Shipping Fee Discount 1:
- Shipping Fee Discount 2:
- Shipping additional Field:
- Shipping additional Field 2:
Action
Write
- Reference:
  Required
- Designation:
  Required
- Unit Code:
- Family:
- Unit Price:
- Tax included:
- Unit Price 2:
- Tax included 2:
- Unit Price 3:
- Tax included 3:
- Unit Price 4:
- Tax included 4:
- Unit Price 5:
- Tax included 5:
- Agreed Price:
- Tax Included Agreed Price:
- Tax Exemption Code:
- Tax Percentage:
- Tax Region:
- Is Service:
- Stock:
- Observations:
- Component(s) reference:
- Component(s) designation:
- Component(s) quantity:
- Component(s) fixed quantity:
- Component(s) observations:
Action
Write
- Summary:
  Required
- Start date:
  Required
- End date:
  Required
- Type:
- Priority:
- Description:
  Required
- Summary:
- URL:
Action
Write
- Reference:
  Required
- Designation:
- Unit Code:
- Family:
- Category
- Brand
- Model
- Unit Price1:
- Tax included1:
- Unit Price2:
- Tax included2:
- Unit Price3:
- Tax included3:
- Unit Price4:
- Tax included4:
- Unit Price 5:
- Tax included 5:
- Agreed Price:
- Tax Included Agreed Price:
- Tax Exemption Code:
- Tax Percentage:
- Tax Region:
- Is Service:
- Stock:
- Observations:
- Component(s) reference:
- Component(s) designation:
- Component(s) quantity:
- Component(s) fixed quantity:
- Component(s) observations:
Action
Write
- Options:
  Required
- Analysis id:
  Required
- Number:
- Name:
- Value:
Action
Search

New Affiliate
Triggers when a new affiliate is created.
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Instant
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New Invoice
Triggered when you add a new invoice.
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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
Insert/ Update Customer
Triggers when a new customer is created or updated in the PHC GO software.
Trigger
Instant
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Delete Calendar Event
Triggers when a new calendar event is deleted in the PHC GO software.
Trigger
Instant
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Insert/ Update Calendar Event
Triggers when a new calendar event is created in the PHC GO software.
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Instant
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Inactive Article
Triggers when a product/ article it's set to inactive in the PHC GO software.
Trigger
Instant
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Insert Article
Triggers when a new article/ service/ product is created in the PHC GO software.
Trigger
Instant
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Insert Task
Triggers when a new task is created in the PHC GO software.
Trigger
Instant
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Update Article
Triggers when a new article/ service/ product is updated in the PHC GO software.
Trigger
Instant
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- Document Type:
  Required
- Document Number:
  Required
- Reason for Cancellation:
  Required
Action
Write
- Name:
  Required
- Number:
- Country:
- City:
- Address:
- Postal Code:
- Email:
- Mobile Phone:
- Tax Number:
- IBAN:
- Observations:
Action
Write
- Customer Name:
  Required
- Country:
- City:
- Address:
- Postal Code:
- E-mail:
- Tax Number:
- Abbreviated Name:
- Document Type:
  Required
- Document Number:
- Reference:
  Required
- Designation:
- Unit Price:
  Required
- Quantity:
  Required
- Tax Included:
- Tax Percentage:
- Tax Region:
- Discount 1
- Discount 2
- Additional field:
- Additional field 2:
- Warehouse:
- Shipping Reference:
- Shipping Designation:
- Shipping Unit Price:
- Shipping Quantity:
- Tax included in shipping price:
- Tax Percentage in Shipping Price:
- Shipping Tax Region:
- Shipping Fee Discount 1:
- Shipping Fee Discount 2:
- Shipping additional Field:
- Shipping additional Field 2:
Action
Write
- Entity:
  Required
- ItemVO:
Action
Write
- Name:
  Required
- Number:
- Country:
- City:
- Address:
- Postal Code:
- Email:
- Mobile Phone:
- Tax Number:
- IBAN:
- Observations:
Action
Write
- Title
  Required
- Description
- Scheduled For:
  Required
- Starts At:
  Required
- Ends At:
  Required
- Participant E-mail:
  Required
- Location Name:
Action
Write
- Entity:
  Required
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)

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About PHC GO

PHC GO is more than just online management software. It is the perfect ally for your day-to-day: zero initial investment, cloud management, continuous updating and high-speed transformation. Sales, purchases, treasury, legal obligations and much more.