Credit Repair Cloud + Process Plan

Credit Repair Cloud + Process Plan integrations

Initiate new processes in Process Plan for updated clients in Credit Repair Cloud

Stay organized and efficient with this credit repair and process plan automation. Whenever a client is updated in Credit Repair Cloud, this workflow will instantly start a new process in the Process Plan app. Save time and maintain consistency by letting this integration handle your process management tasks.

When this happens...
Update ClientTriggered when you update a client.
TriggerInstant
automatically do this!
Start a New ProcessStarts a new process instance and populates it's fields.
ActionWrite

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More things you can do with Credit Repair Cloud and Process Plan

Discover other triggers and actions you can use with Credit Repair Cloud and Process Plan

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 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

- Process Template
  Required
Trigger
Instant
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- Process Template
  Required
- When This Task Is Assigned (No Selection = Any Tasks)
Trigger
Instant
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- Process Template
  Required
- When This Task Is Completed (No Selection = Any Tasks)
- When This Task Response Is Used (No Selection = Any Response)
Trigger
Instant
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- Process Template
  Required
- Triggers When This Tasks Notes Are Updated (No Selection = Any Tasks)
Trigger
Instant
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- Process Template
  Required
- When This Task's Start Date Is Changed (No Selection = Any Tasks)
Trigger
Instant
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- Process Template ID
  Required
- Process Instance
  Required
Action
Write
- Process Template ID
  Required
- Select the Task to Complete
  Required
- Task Response
  Required
- Process Instance
  Required
Action
Write
- Process Template ID
  Required
Action
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
Try It
- 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
- Process Template
  Required
- When This Field Is Updated
  Required
Trigger
Instant
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- Process Template
  Required
Trigger
Instant
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- Process Template
  Required
- When This Task Is Canceled (No Selection = Any Tasks)
Trigger
Instant
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- Process Template
  Required
- When This Tasks Due Date Is Changed (No Selection = Any Tasks)
Trigger
Instant
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- Process Template
  Required
- When This Tasks Becomes Past Due (No Selection = Any Tasks)
Trigger
Instant
Try It
- Process Instance
  Required
Action
Write
- Process Template ID
  Required
- Select the Task to Cancel
  Required
- Process Instance
  Required
Action
Write
- Process Template ID
  Required
- Select the Task to Start
  Required
- Process Instance
  Required
Action
Write
- Process Template
  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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CRM (Customer Relationship Management)

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About Process Plan

ProcessPlan is a process, procedure, project, and workflow tool. Visually diagram your processes and then let ProcessPlan automate and manage your daily operations so you don't have to worry about making sure things are done correctly. Make your business run like a well-oiled machine while you sit back and relax!

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Initiate new processes in Process Plan for new leads in Credit Repair Cloud

Related Zap Templates

Initiate new processes in Process Plan for new leads in Credit Repair Cloud