Credit Repair Cloud + Rotessa

Credit Repair Cloud + Rotessa integrations

Create new Rotessa customers from updated statuses in Credit Repair Cloud

When a status change occurs in your Credit Repair Cloud, this workflow immediately creates a new customer in your Rotessa application. This seamless process ensures you never miss an update and can quickly establish new customers in your billing system. Enhance your efficiency and keep your customer database up-to-date with this streamlined integration.

When this happens...
Status ChangeTriggered when you convert status from client to any other status or from any other status to client.
TriggerInstant
automatically do this!
Create CustomerCreates a new customer in Rotessa.
ActionWrite

Start free with email

Start free with Google

Free forever for core features
14 day trial for premium features & apps

More things you can do with Credit Repair Cloud and Rotessa

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

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 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

Declined Transaction
Triggers when a transaction's status is updated to declined in Rotessa.
Trigger
Instant
Try It
New Customer With Customer Authorization
Triggers when a customer is created using customer authorization in Rotessa.
Trigger
Instant
Try It
- Name
  Required
- Email
- Phone
- Customer_unique_identifier
  Required
- Customer_type
- Authorization_type
- Address
- City
- Province_code
- Postal_code
Action
Write
- Select customer to Update
  Required
Action
Write

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 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
Transaction Approved
Triggers when a transaction's status is updated to approved in Rotessa.
Trigger
Instant
Try It
New Customer
Triggers when a customer is created in Rotessa.
Trigger
Instant
Try It
Customer Change
Triggers when a customer is updated in Rotessa.
Trigger
Instant
Try It
- Select Rotessa Customer
  Required
Action
Write
- Match a Rotessa customer using
  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.

HelpHelp

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Forms

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

About Rotessa

Rotessa is a payment processing tool that lets you collect ACH and EFT payments in the United States and Canada

HelpHelp

Related categories

Payment Processing