Credit Repair Cloud + VanillaSoft

Credit Repair Cloud + VanillaSoft integrations

Add new Credit Repair Cloud clients as contacts in VanillaSoft

Effortlessly keep your VanillaSoft contacts up-to-date with this seamless workflow. Whenever a new client is added in Credit Repair Cloud, this automation will instantly add or update the corresponding contact in VanillaSoft. Stay organized and ensure your contacts are always synced between both platforms, saving you time for more important tasks.

When this happens...
New ClientTriggered when you add a new client.
TriggerInstant
automatically do this!
Add/Update ContactAdd or Update a Contact.
ActionWrite

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More things you can do with Credit Repair Cloud and VanillaSoft

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

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

- VanillaSoft Zap Name
  Required
- Description
  Required
- VanillaSoft Project Name
  Required
- Email on Success
- Email on Error
  Required
- Create New Contacts
  Required
- Flag New Contacts
  Required
- Route New Contacts as a First Priority
  Required
- Delay Routing of New Contacts
- Create Duplicates For Contacts That Share The Same Phone Number
  Required
- Flag Duplicates
  Required
- Error response for duplicate contact
- Update existing contacts
  Required
- Update Key Field
  Required
- Route Updated as a First Priority
  Required
- Reopen and flag updated contacts (Recommended)
  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
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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
- VanillaSoft Zap Name
  Required
- Description
- VanillaSoft Project Name
  Required
- Select VanillaSoft Result Codes to associate with this Trigger
- Email on Error
  Required
- Send Data Email on Last Error
- Email last error data to
Trigger
Instant
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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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