Credit Repair Cloud + Plutio

Create new Plutio projects for Credit Repair Cloud clients as they come in

Effortlessly manage your new clients from Credit Repair Cloud by creating projects for them in Plutio with this seamless workflow. When a new client is added in Credit Repair Cloud, a corresponding project will be created in Plutio to help you stay organized and streamline your client onboarding process. Save time and enhance your productivity by letting this automation handle the repetitive work for you.

When this happens...
New Client
Triggered when you add a new client.
TriggerInstant
automatically do this!
Create Project
Creates a new Pltuio Project
ActionWrite

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Supported triggers and actions

What does this mean?

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
Try It
New Lead
Triggered when you add a new lead.
Trigger
Instant
Try It
Update Lead
Triggered when you update a lead.
Trigger
Instant
Try It
- 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

New Form
Triggers when a new form is created.
Trigger
Scheduled
Try It
New Invoice
Triggers when a new Invoice is created
Trigger
Scheduled
Try It
New Project
Triggers when a new Project is created.
Trigger
Scheduled
Try It
- ProjectRequired
Trigger
Scheduled
Try It
- Entity TypeRequired
Trigger
Scheduled
Try It
- Entity Type
- Invoice Name
- Client
- Currency
- Issue Date
- Due Date
- Payment Options
- Discount
- Tax
- Status
- Template Name
Action
Write
- Entity Type
- Project NameRequired
- Template Name
Action
Write
- ProjectRequired
- Task Board TitleRequired
Action
Write
- BlockRequired
Action
Write
- PersonRequired
Action
Write
- ProjectRequired
- Task BoardRequired
- Task GroupRequired
- TaskRequired
- Task PositionRequired
Action
Write
- PersonRequired
- Person First Name
- Person Last Name
- Person Primary Email
- Person Primary Phone
- Person Role
Action
Write
- Entity TypeRequired
- EntityRequired
Action
Search

New Affiliate
Triggers when a new affiliate is created.
Trigger
Instant
Try It
New Invoice
Triggered when you add a new invoice.
Trigger
Instant
Try It
Update Client
Triggered when you update a client.
Trigger
Instant
Try It
- 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
- Entity TypeRequired
- EntityRequired
- Block TypeRequired
Trigger
Scheduled
Try It
- FormRequired
Trigger
Scheduled
Try It
New Person
Triggers when a new person is created.
Trigger
Scheduled
Try It
- ProjectRequired
- Task BoardRequired
- Task GroupRequired
Trigger
Scheduled
Try It
- ProjectRequired
- Task BoardRequired
Trigger
Scheduled
Try It
- Entity TypeRequired
- EntityRequired
- TypeRequired
Action
Write
- Person First NameRequired
- Person Last NameRequired
- Person Primary EmailRequired
- Person Primary NumberRequired
- Person RoleRequired
- Invite to Plutio?Required
- Invitation Message
Action
Write
- ProjectRequired
- Task BoardRequired
- Task GroupRequired
- Task Title
- Task Description Text
- Task Description HTML
- Due Date
- Assigned To
Action
Write
- ProjectRequired
- Task BoardRequired
- Task Group TitleRequired
Action
Write
- Invoice
Action
Write
- Person Object IDRequired
Action
Write
- Invoice
- Invoice Name
- Client
- Currency
- Issue Date
- Due Date
- Payment Options
- Discount
- Tax
- Status
Action
Write
- ProjectRequired
- Task BoardRequired
- Task GroupRequired
- TaskRequired
- Task Title
- Task Description Text
- Task Description HTML
- Task Status
- Due Date
- Assigned To
Action
Write
- Email Address
- Phone Number
- First Name
- Last Name
- Role
- Status
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 Plutio

Plutio allows you to manage projects and tasks, create proposals and contracts, send invoices and get paid online, collaborate with your clients and team, plus so much more.

Related categories

Project Management

Related Zap Templates

Create new Plutio persons from new Credit Repair Cloud leads

Related Zap Templates

Create new Plutio persons from new Credit Repair Cloud leads

Credit Repair Cloud + Plutio

Create new Plutio projects for Credit Repair Cloud clients as they come in

Status Change

New Client

New Lead

Update Lead

Change Lead

Create Client

Create Lead

New Form

New Invoice

New Project

New Task Board

New Template

Create Invoice

Create Project

Create Task Board

Delete Block

Delete Person

Move a Task

Update Person

Retrieve Block/Blocks

New Affiliate

New Invoice

Update Client

Change Client

Create Affiliate

Create Invoice

New Block

New Form Submission

New Person

New Task

New Task Group

Create Block

Create Person

Create a Task

Create Task Group

Delete Invoice

Find Person

Update Invoice

Update a Task

Retrieve Person/People

About Credit Repair Cloud

Related categories

Similar apps

Zapier Interfaces

About Plutio

Related categories

Related Zap Templates

Related Zap Templates