Credit Repair Cloud + Steady

Credit Repair Cloud + Steady integrations

Create Steady activities for new Credit Repair Cloud clients

Effortlessly track your new clients from Credit Repair Cloud in Steady with this seamless workflow. Once set up, every time a new client is added in Credit Repair Cloud, their activity will be recorded in Steady. This helps you efficiently monitor your client onboarding progress, streamline communication, and manage your workload without the need for manual data entry.

When this happens...
New ClientTriggered when you add a new client.
TriggerInstant
automatically do this!
Record ActivityRecords an activity and adds it to the next check-in for a specific team member.
ActionWrite

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More things you can do with Credit Repair Cloud and Steady

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

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

New Reaction
Triggers when someone on the team reacts (with an emoji) to a check-in from someone else on the team.
Trigger
Instant
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- Date
  Required
- Member Email
  Required
Action
Write
- Email or Name
  Required
- Description
  Required
- Source
  Required
- Source URL
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
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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
- 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
New Comment
Triggers when someone on the team comments on a check-in from someone else on the team.
Trigger
Instant
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New Check-In
Triggers when someone on the team checks-in with a status update.
Trigger
Instant
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- Date
  Required
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.

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Related categories

CRM (Customer Relationship Management)

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About Steady

Steady is a zero-effort coordination platform for running high-performance teams.

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Related categories

Productivity

Related Zap Templates

Create Steady activities for new Credit Repair Cloud leads

Related Zap Templates

Create Steady activities for new Credit Repair Cloud leads