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Visma eAccounting logoVisma eAccounting logo

Credit Repair Cloud + Visma eAccounting

Credit Repair Cloud + Visma eAccounting

Credit Repair Cloud + Visma eAccounting integrations

Create new customers in Visma eAccounting for new clients in Credit Repair Cloud

Streamline your client onboarding process with this automation that instantly creates a new customer in Visma eAccounting every time a new client is added to Credit Repair Cloud. This workflow saves you time and ensures accurate customer data in both applications, improving efficiency and allowing you to focus on providing excellent service to your clients.

  1. When this happens...
    New Client
    New Client
    New ClientTriggered when you add a new client.
  2. automatically do this!
    Create Customer
    Create Customer
    Create CustomerTriggers when a new customer is registered.
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More things you can do with Credit Repair Cloud and Visma eAccounting

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

  • Credit Repair Cloud triggers, actions, and search
    Status Change

    Triggered when you convert status from client to any other status or from any other status to 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
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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.
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About Visma eAccounting
Visma eAccounting is a financial software for small and medium sized businesses.
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