Credit Repair Cloud + Workboard

Credit Repair Cloud + Workboard integrations

Create Workboard action items for new Credit Repair Cloud leads

Efficiently manage new leads from Credit Repair Cloud by creating action items in Workboard with this seamless workflow. Once set up, each time you receive a new lead in Credit Repair Cloud, an action item will be added in Workboard, helping you stay organized and focused on turning those leads into customers. Boost your productivity and streamline your lead management process with this powerful automation.

When this happens...
New LeadTriggered when you add a new lead.
TriggerInstant
automatically do this!
Create Action ItemCreate an action item in Workboard
ActionWrite

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More things you can do with Credit Repair Cloud and Workboard

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

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

- Workstream
- Tag
- Action item
Trigger
Instant
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- Team
Trigger
Instant
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New Workstream
Triggers when you select a workstream on Workboard and push it to your Zap.
Trigger
Instant
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- Team
- WorkStream Name
  Required
- Workstream objective
  Required
Action
Write
- Metric
  Required
- Metric Data
  Required
- Metric Type
  Required
Action
Write

New Affiliate
Triggers when a new affiliate is created.
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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 Action Item
Triggers when you select an action item on Workboard and push it to your Zap.
Trigger
Instant
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- Goals by team
- Team
- Goals by me
Trigger
Instant
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New Meeting
Triggers when you create a team meeting or 1on1 meeting on Workboard.
Trigger
Instant
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- Team Name
  Required
- Company Name
  Required
Action
Write
- Workstream
- Description
  Required
- Note
- Due date
- Owner
- Assignee
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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Zapier Forms

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

About Workboard

Workboard is the team performance app managers choose for themselves: goals, priorities, actions, reports and feedback aligned in one easy app.

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Related categories

HR Talent & Recruitment

Related Zap Templates

Create Workboard action items for new Credit Repair Cloud clients

Related Zap Templates

Create Workboard action items for new Credit Repair Cloud clients