Credit Repair Cloud + Pixifi

Create Pixifi leads from new Credit Repair Cloud leads

Effortlessly manage new leads from Credit Repair Cloud by creating corresponding leads in Pixifi. With this workflow, as soon as a new lead is added in Credit Repair Cloud, a lead will be created in Pixifi, streamlining your sales process and ensuring you never miss an opportunity to connect with potential customers. Stay organized and save time with this seamless connection between your credit repair and CRM platforms.

When this happens...
New Lead
Triggered when you add a new lead.
TriggerInstant
automatically do this!
Create Lead
This will create a new Lead in Pixifi.
ActionWrite

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Supported triggers and actions

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 NameRequired
- Last NameRequired
- EmailRequired
- 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 NameRequired
- Last NameRequired
- 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 NameRequired
- Last NameRequired
- 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

- Specific Custom TriggerRequired
Trigger
Instant
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- Specific Custom TriggerRequired
Trigger
Instant
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- Time Before (Unit Type)Required
- Event Type
- Brand
- Time BeforeRequired
Trigger
Polling
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- Brand
Trigger
Instant
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- Lead Status
- Event Type
- Brand
Trigger
Instant
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- Event Type
- Brand
Trigger
Instant
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- Brand
Trigger
Instant
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- Project Type
Trigger
Instant
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- Payment Type
- Brand
Trigger
Instant
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- Project Type
- Project Status
- Brand
Trigger
Instant
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- Brand
Trigger
Instant
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- Notification Type
Trigger
Instant
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- Full Name (First and Last)
- First Name
- Last Name
- Email Address
- Alternate Email Address
- Phone
- Mobile Phone
- #2 Full Name (First and Last)
- #2 First Name
- #2 Last Name
- #2 Email Address
- #2 Alternate Email Address
- #2 Phone
- #2 Mobile Phone
- Primary Contact(s)
- Primary Mailing Address
- Primary Mailing Address 1
- Primary Mailing City
- Primary Mailing State/Province
- Primary Mailing Zip Code/Postal
- Primary Mailing Country
- Notes
- Company Name
- Primary Birthday
- Client Category
Action
Write
- The Event IDRequired
- Event Status
Action
Write
- Invoice TypeRequired
- Due DateRequired
- Invoice Subject/TitleRequired
- Issue Date (Created on Date)
- Custom Invoice ID
- PO Number (Purchase Order)
- Tax Rate 1
- Tax Profile (For Tax Rate 1)
- Tax Rate 2
- Tax Profile (For Tax Rate 2)
- Tax Rate 3
- Tax Profile (For Tax Rate 3)
- Object Owner ID
- Customer ID
- Notes
- Lineitem TypeRequired
- Lineitem Price
- Lineitem Is Taxable?
- Lineitem QuantityRequired
- Lineitem Description
- Lineitem Longer Description
- Lineitem Cost
- LIneitem Image Thumbnail URL
Action
Write
- Brand
- Event Name
- Event Type
- Event Date
- Event Start Time
- Event End Time
- Event End Date
- Primary Contact(s)
- Full Name (First and Last)
- First Name
- Last Name
- Email Address
- Email Address Opt-In
- Alternate Email Address
- Alternate Email Address Opt-In
- Phone
- Mobile Phone
- Mobile Phone Opt-In
- Contact #2 Full Name (F & L)
- Contact #2 First Name
- Contact #2 Last Name
- Contact #2 Email Address
- Contact #2 Email Address Opt-In
- Contact #2 Alternate Email
- Contact #2 Alt Email Opt-In
- Contact #2 Phone
- Contact #2 Mobile Phone
- Contact #2 Mobile Phone Opt-In
- Primary Mailing Address
- Primary Mailing Address 1
- Primary Mailing City
- Primary Mailing State/Province
- Primary Mailing Zip Code/Postal
- Primary Mailing Country
- Referred By
- Notes
- Custom Fields (Advanced)
- Google Click Identifier (gclid)
- 3rd Party Lead Form Submission Idempotency Key
Action
Write
- The Lead IDRequired
- Lead Status
Action
Write
- Project NameRequired
- Project Type
- Project Start Date
- Project Client
- Project Status
- Project Notes
Action
Write
- Client's IDRequired
Action
Search
- Event Type NameRequired
Action
Search
- First Name
- Last Name
- Email Address
- Full Name (First and Last)
- First Name
- Last Name
- Email Address
- Alternate Email Address
- Phone
- Mobile Phone
- #2 Full Name (First and Last)
- #2 First Name
- #2 Last Name
- #2 Email Address
- #2 Alternate Email Address
- #2 Phone
- #2 Mobile Phone
- Primary Contact(s)
- Primary Mailing Address
- Primary Mailing Address 1
- Primary Mailing City
- Primary Mailing State/Province
- Primary Mailing Zip Code/Postal
- Primary Mailing Country
- Notes
- Company Name
- Primary Birthday
- Client Category
Action
Search or 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
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- First NameRequired
- Last NameRequired
- EmailRequired
- 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 NameRequired
- Last NameRequired
- EmailRequired
- Mobile PhoneRequired
- GenderRequired
- PortalAccessRequired
- Alternate Phone
- Phone Ext
- Fax
- Address
- Status
- City
- Zip
- Country
- Internal Note
- Companyurl
- Company
Action
Write
- First NameRequired
- Last NameRequired
- EmailRequired
- Total AmountRequired
- Due DateRequired
- Reference NumberRequired
- Open Amount
- Added Date
- Lines
- Paid Amount
- Invoice Date
- Payment Recived Date
Action
Write
Contract Signed and Accepted
Triggers when a Contract is signed and Accepted.
Trigger
Instant
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- Specific Custom TriggerRequired
Trigger
Instant
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- Specific Custom TriggerRequired
Trigger
Instant
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- Event Type
- Event Status
Trigger
Instant
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- Brand
Trigger
Instant
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- Brand
Trigger
Instant
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- Expense Category
- Brand
Trigger
Instant
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- Brand
- Date Is Already Booked?
- Another Lead Has Same Date
- Event Type
Trigger
Instant
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- Task Category
- Assigned To
Trigger
Instant
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- Product Type
- Product Status
Trigger
Instant
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- Brand
Trigger
Instant
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Questionnaire Answered
Triggers when a Questionnaire is filled out completely and submitted.
Trigger
Instant
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- Task Category
- Assigned To
Trigger
Instant
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- Event DateRequired
- Event TypeRequired
- Client's Name
- Event Name
- Event End Date
- Event Start Time
- Event End Time
- Event Arrival Time
- Notes
Action
Write
- Expense Date
- Expense Amount
- Expense Description
- Expense Category
- Expense Bank Account Name
- Expense Receipt Image URL
Action
Write
- Email Address
- Phone Number
- File Name
- File Link/UrlRequired
Action
Write
- Brand
- Project Type
- Project Name
- Start Date
- Primary Contact(s)
- Full Name (First and Last)
- First Name
- Last Name
- Email Address
- Email Address Opt-In
- Alternate Email Address
- Alternate Email Address Opt-In
- Phone
- Mobile Phone
- Mobile Phone Opt-In
- Contact #2 Full Name (F & L)
- Contact #2 First Name
- Contact #2 Last Name
- Contact #2 Email Address
- Contact #2 Email Address Opt-In
- Contact #2 Alternate Email
- Contact #2 Alt Email Opt-In
- Contact #2 Phone
- Contact #2 Mobile Phone
- Contact #2 Mobile Phone Opt-In
- Primary Mailing Address
- Primary Mailing Address 1
- Primary Mailing City
- Primary Mailing State/Province
- Primary Mailing Zip Code/Postal
- Primary Mailing Country
- Referred By
- Notes
- Custom Fields (Advanced)
Action
Write
- BrandRequired
- Payment TypeRequired
- Payment AmountRequired
- Payment Received DateRequired
- Transaction IDRequired
- Due Date (optional)
- Fee Amount
Action
Write
- Task TitleRequired
- Task Due DateRequired
- Task Assigned To
- Task Notes/Description
- Task Category
Action
Write
- First Name
- Last Name
- Email Address
Action
Search
- First Name
- Last Name
- Email Address
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.

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

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

About Pixifi

Pixifi is a business management app for creative professionals.

Learn more

Related categories

Event Management

Related Zap Templates

Add new Credit Repair Cloud clients to Pixifi as leads

Related Zap Templates

Add new Credit Repair Cloud clients to Pixifi as leads

Credit Repair Cloud + Pixifi

Create Pixifi leads from new Credit Repair Cloud leads

Status Change

New Client

New Lead

Update Lead

Change Lead

Create Client

Create Lead

Event Workflow Custom Trigger

Product Workflow Custom Trigger

Event Start

Invoice Fully Paid

Lead Switches Status

New Event

New Invoice

New Project

Payment Is Paid

Project Switches Status

Proposal Sent

System Notification

Create Client

Switch Event Status

Create Invoice

Create Lead

Switch Lead Status

Create Project

Find Client by ID

Find Event Type by Name

Find or Create a new Client

New Affiliate

New Invoice

Update Client

Change Client

Create Affiliate

Create Invoice

Contract Signed and Accepted

Lead Workflow Custom Trigger

Project Workflow Custom Trigger

Event Switches Status

Lead Converted

New Client

Expense Is Created

New Lead

New Task

Product Switches Status

Proposal Accepted

Questionnaire Answered

Task Completed

Create Event

Create Expense

Attach Document to Lead

Create "Project" Type Lead

Create Payment

Create Task

Find Client by Info

Find Staff Member by Info

About Credit Repair Cloud

Related categories

Similar apps

Zapier Interfaces

About Pixifi

Related categories

Related Zap Templates

Related Zap Templates