Credit Repair Cloud + Podio

Create new Credit Repair Cloud clients from new Podio items

Effortlessly manage your new clients with this Podio to Credit Repair Cloud workflow. When a new item is added in Podio, this automation will create a client in Credit Repair Cloud, streamlining your client onboarding process. Stay organized and save time by allowing this integration to seamlessly bridge the gap between your apps.

When this happens...
New Item
Triggers when you add a new item, record or entry to an app (standard or custom).
TriggerScheduled
automatically do this!
Create Client
Adds a new client.
ActionWrite

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Supported triggers and actions

What does this mean?

- OrganizationRequired
- WorkspaceRequired
Trigger
Scheduled
Try It
- OrganizationRequired
- WorkspaceRequired
- ApplicationRequired
- View
Trigger
Scheduled
Try It
New Organization
Triggers when you add a new org.
Trigger
Scheduled
Try It
- Organization
- Workspace
- Application
Trigger
Scheduled
Try It
- OrganizationRequired
- WorkspaceRequired
- ApplicationRequired
Trigger
Scheduled
Try It

- OrganizationRequired
- WorkspaceRequired
- TextRequired
Action
Write
- OrganizationRequired
- WorkspaceRequired
- ApplicationRequired
- Item to be updatedRequired
Action
Write

Status Change
Triggered when you convert status from client to any other status or from any other status to client.
Trigger
Instant
Try It
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

- OrganizationRequired
- WorkspaceRequired
- ApplicationRequired
- Field
- Action TypeRequired
Trigger
Instant
Try It
- OrganizationRequired
- WorkspaceRequired
- ApplicationRequired
- View
Trigger
Scheduled
Try It
- OrganizationRequired
Trigger
Scheduled
Try It
- Organization
- Workspace
- Application
- Label
- Responsible User
- Status
Trigger
Scheduled
Try It
- OrganizationRequired
- WorkspaceRequired
- ApplicationRequired
- File Attachment
Action
Write
- TextRequired
- Description
- Due On
- Labels
- Responsible User
- Reminder
- Organization
- Workspace
Action
Write
- OrganizationRequired
- WorkspaceRequired
- ApplicationRequired
- Search FieldRequired
- Search Field ValueRequired
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

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.

Help

Related categories

CRM (Customer Relationship Management)

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Zapier Interfaces

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

About Podio

Podio is a collaborative work platform that's perfect for managing projects, teams, and anything else in your business that needs flexible apps that work the way you do.

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Related categories

Project Management

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Credit Repair Cloud + Podio

Create new Credit Repair Cloud clients from new Podio items

New Application

WorkspaceRequired

New Item

OrganizationRequired

WorkspaceRequired

ApplicationRequired

View

New Organization

New Activity

Organization

Workspace

Application

New View

OrganizationRequired

WorkspaceRequired

ApplicationRequired

Create Status

OrganizationRequired

WorkspaceRequired

TextRequired

Update Item

OrganizationRequired

WorkspaceRequired

ApplicationRequired

Item to be updatedRequired

Status Change

New Client

New Lead

Update Lead

Change Lead

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

Create Client

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

Create Lead

First NameRequired

Last NameRequired

Middle Name

Suffix

Email