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Credit Repair Cloud + Tallyfy

Initiate new Tallyfy processes for newly added Credit Repair Cloud clients

Efficiently manage your credit repair clients by automating the onboarding process with this workflow between Credit Repair Cloud and Tallyfy. When you add a new client in Credit Repair Cloud, this integration will automatically initiate a launch process in Tallyfy, ensuring a seamless and consistent experience for all your new clients. Keep your processes streamlined and error-free, allowing you to focus on providing top-notch credit repair services.

When this happens...
New ClientTriggered when you add a new client.
TriggerInstant
automatically do this!
Launch ProcessLaunch a new process using a template.
ActionWrite

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More things you can do with Credit Repair Cloud and Tallyfy

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

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

Process Completed (Instant)
Instantly triggers when a process (run) is completed, using a Tallyfy organization webhook. Requires an org admin to connect. Non-admins should use a polling trigger.
Trigger
Instant
Try It
New Comment or Issue on a Task (Instant)
Instantly triggers when a comment is added or an issue is raised or resolved on a task, using a Tallyfy organization webhook. Requires an org admin to connect. Non-admins should use the polling "New Comment Or Issue On Task" trigger.
Trigger
Instant
Try It
New Task Assigned to Me
Triggers when a new active task is assigned to the connected user. De-duplicates by task ID.
Trigger
Polling
Try It
- Process ID
  Required
- Task ID
  Required
Trigger
Polling
Try It
- Action
  Required
- Process
- Task
  Required
- Comment
  Required
Action
Write
- Template ID
  Required
- Field Type
  Required
- Label
  Required
- Required
- Guidance
- Options
Action
Write
- Process ID
  Required
Action
Write
- Process
- Task
  Required
- Value
Action
Write
- Template ID
  Required
- New Title
Action
Write
- Template Title
  Required
- Template Type
  Required
- Summary
- Folder ID
- Tags
- Make Public
Action
Write
- Group Name
  Required
- Description
- Member User IDs
- Guest Emails
Action
Write
- Title
  Required
- Color
Action
Write
- Folder ID
  Required
Action
Write
- Group ID
  Required
Action
Write
- Tag ID
  Required
Action
Write
- Guest Email
  Required
Action
Write
- Guest Email
  Required
Action
Write
- Email Address
  Required
- First Name
  Required
- Last Name
  Required
- Member Role
  Required
- Invitation Message
Action
Write
- Process
  Required
- Task
  Required
Action
Write
- Folder Object ID
  Required
Action
Write
- Process ID
- Task ID
  Required
Action
Write
- Task Name
  Required
- Description
- Owners
  Required
- Guest
- Deadline
  Required
- Tags
- Folders
Action
Write
- Process ID
  Required
- Tag ID
  Required
Action
Write
- Process ID
  Required
- Tag ID
  Required
Action
Write
- Task ID
  Required
- Comment ID
  Required
- Content
  Required
Action
Write
- Folder ID
  Required
- Name
- Parent Folder ID
Action
Write
- Context Type
  Required
- Context ID
  Required
- Form Field ID
  Required
- Field Value
  Required
- Update as Guest
- Guest Email
Action
Write
- Guest Email
  Required
- First Name
- Last Name
- Phone
- Company Name
Action
Write
- Process ID
  Required
- Name
- Summary
- Starred
Action
Write
- Task ID
  Required
- Task Title
  Required
- Deadline
  Required
- Task Type
- Summary
- Assign Users
- Assign Guests
- Assign Groups
- Max Assignable
- Everyone Must Complete
- Prevent Guest Comments
- Top Secret
Action
Write
- Template
  Required
- Search By
  Required
- Search Value
  Required
Action
Search
- Organization ID
Action
Search
- Group ID
  Required
Action
Search
- Task ID
  Required
Action
Search
- Process ID
  Required
Action
Search
- Template ID
  Required
Action
Search
- Search Query
  Required
- Search In
- Results Limit
Action
Search
- Per Page
Action
Search
- Status
- Per Page
Action
Search
- Search Query
Action
Search
- Search Query
- Status
Action
Search
- Folder ID
- Per Page
Action
Search
- Template ID
  Required
Action
Search
- User ID
  Required
- Status
- Per Page
Action
Search
- Template
  Required
- Search By
  Required
- Search Value
  Required
- Process
  Required
- Task
  Required
Action
Search or 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
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
New Process Launched (Instant)
Instantly triggers when a new process (run) is launched, using a Tallyfy organization webhook. Requires an org admin to connect. Non-admins should use the polling "New Process Launched" trigger.
Trigger
Instant
Try It
New Task Assigned (Instant)
Instantly triggers when a task is assigned, using a Tallyfy organization webhook. Requires an org admin to connect. Non-admins should use the polling "New Task Assigned To Me" trigger.
Trigger
Instant
Try It
Task Completed (Instant)
Instantly triggers when a task is completed, using a Tallyfy organization webhook. Requires an org admin to connect. Non-admins should use the polling "Task Completed" trigger.
Trigger
Instant
Try It
- Template ID
Trigger
Polling
Try It
Task Completed
Triggers when a task is completed. Polls completed tasks and de-duplicates by task ID.
Trigger
Polling
Try It
- Template ID
  Required
- Step ID
  Required
- Field Type
  Required
- Label
  Required
- Required
- Position
- Guidance
- Options
Action
Write
- Folder ID
  Required
- Object ID
  Required
- Object Type
  Required
Action
Write
- Action
  Required
- Process
- Task
  Required
Action
Write
- User ID
  Required
- Role
  Required
Action
Write
- Process ID
  Required
Action
Write
- Name
  Required
- Parent Folder ID
Action
Write
- Email Address
  Required
- First Name
- Last Name
Action
Write
- Task ID
  Required
- Comment ID
  Required
Action
Write
- Template ID
  Required
- Step ID
  Required
- Form Field ID
  Required
Action
Write
- Template ID
  Required
- Kickoff Field ID
  Required
Action
Write
- Template ID
  Required
Action
Write
- User ID
  Required
Action
Write
- User ID
  Required
Action
Write
- Template ID
  Required
- From Step ID
  Required
- Form Field ID
  Required
- Target Step ID
  Required
- Position
Action
Write
- Process ID
  Required
Action
Write
- Process ID
  Required
Action
Write
- Template ID
  Required
- Ordered Field IDs
  Required
Action
Write
- Template
  Required
- Process Name
  Required
- Process Notes
Action
Write
- Template ID
  Required
- Tag ID
  Required
Action
Write
- Template ID
  Required
- Tag ID
  Required
Action
Write
- Template ID
  Required
- Step ID
  Required
- Form Field ID
  Required
- Options
  Required
Action
Write
- Template ID
  Required
- Step ID
  Required
- Form Field ID
  Required
- Label
- Guidance
- Required
- Position
Action
Write
- Group ID
  Required
- Name
- Description
- Member User IDs
- Guest Emails
Action
Write
- Template ID
  Required
- Kickoff Field ID
  Required
- Label
- Required
- Guidance
Action
Write
- Tag ID
  Required
- Title
- Color
Action
Write
- Template ID
  Required
- Title
- Summary
- Guidance
- Is Public
- Auto Naming
Action
Write
- Resource Type
  Required
- Search Term
  Required
- Context ID
- Exact Match
Action
Search
- Template ID
  Required
- Step ID
  Required
- Form Field ID
  Required
Action
Search
- Template ID
  Required
Action
Search
- Organization ID
Action
Search
- Process ID
  Required
- Task ID
  Required
Action
Search
- User ID
  Required
Action
Search
- Search Query
- Per Page
Action
Search
- Guest ID or Email
  Required
- Per Page
Action
Search
- Status
- Template ID
- Tag ID
- Per Page
Action
Search
- Process ID
  Required
- Per Page
Action
Search
- Process ID
  Required
- Task ID
  Required
Action
Search
- Search Query
Action
Search
- Status
- Per Page
Action
Search
- Guest Email Address
  Required
- Create Guest If Not Found
- First Name
- Last Name
Action
Search
- Email Address
  Required
- Create Guest If Not Found
- First Name
- Last Name
Action
Search or 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.

HelpHelp

Related categories

CRM (Customer Relationship Management)

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About Tallyfy

Tallyfy is a workflow platform that eliminates chaos from your repeatable processes - freeing up your time.

HelpHelp

Related categories

Task Management

Related Zap Templates

Create Tallyfy processes for new Credit Repair Cloud leads

Related Zap Templates

Create Tallyfy processes for new Credit Repair Cloud leads